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WeRize

Relationship Manager

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Description

Responsibilities:

  • Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans.
  • Connect with pre-generated leads only; no lead generation is involved.
  • Understand customer requirements and recommend suitable loan products.
  • Explain loan features, eligibility, interest rates, documentation, and the end-to-end process clearly.
  • Manage the complete loan sales cycle from customer interaction to loan disbursement.
  • Follow up with customers for documentation and application status.
  • Update and maintain accurate customer records in CRM systems.
  • Achieve assigned sales and conversion targets.
  • Ensure compliance with internal policies and regulatory guidelines.
  • Deliver a high-quality customer experience and build trust with customers.


Requirements:

  • 1-3 years of experience in telesales or inside sales with exposure to loan products.
  • Experience in Fintech, NBFC, or Banking is mandatory or highly preferred.
  • Hands-on experience in Personal Loan, Business Loan, or Home Loan sales.
  • Strong communication skills with confidence in customer handling. - Hindi is mandatory.
  • Target-driven, disciplined, and comfortable working in a performance-oriented environment.
  • Familiarity with CRM tools and basic computer skills preferred.
  • Knowledge of any South Indian language such as Telugu, Tamil, Kannada, or Malayalam.

Skills

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