Vacancy description
Credit Saison India
India, Jālna
Sales and Relationship Manager in Jālna, India is listed on Jobeax. Browse 30,000+ vacancies available.
Job Title: Relationship Manager
Department: Secured- Direct
Reports To: Sales Manager
Employment Type: FTC
Job Summary
We are seeking a motivated and results-driven Relationship Officer to join our Secured
Direct lending team. The primary responsibility of this role is to source and process loan
applications through self-sourcing and a network of connectors The candidate will be the
face of the organization, building strong client relationships while ensuring adherence to
compliance and credit guidelines.
Key Responsibilities
Loan Sourcing:
~ Proactively generate leads through self-sourcing (cold calling, field visits,
referrals, digital platforms, etc.).
~ Build and manage a reliable network of connectors such as property dealers,
chartered accountants, and other channel partners to source loan
applications.
~ Conduct regular follow-ups with leads to maximize conversion.
Client Relationship Management
~ Engage with prospective borrowers to understand their financial needs and
provide suitable loan products.
~ Maintain relationships with existing customers to encourage referrals and
repeat business.
Application Processing
~ Collect, verify, and ensure timely submission of all necessary documentation
required for loan processing.
~ Coordinate with internal credit and operations teams to ensure smooth
processing and disbursal of loans.
Compliance And Reporting
~ Ensure all applications comply with regulatory and organizational credit
guidelines.
~ Maintain accurate records of lead sourcing, customer interactions, and loan
application statuses.
~ Prepare and submit daily/weekly/monthly reports to management.
Qualifications And Skills
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