Vacancy description
Credit Saison India
India, Bhopal
Sales and Relationship Manager in Bhopal, 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
Similar vacancies
Hero Housing Finance
Rs 2 - 6 lakhs p.a.
We are seeking a proactive Relationship Manager to drive sales and cultivate strong customer relationships. In this role, you will be the front-end interface, engaging directly with customers, building positive relationships, and assisting in generating new business. You will be responsible for resolving customer complaints, ...
India, Chittorgarh
Credit Saison India
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 ...
India, Jālna
gsm - green sm
... Strategy Define and execute growth strategy across partnerships, sales channels, and marketplace initiatives. Drive revenue growth through scalable commercial models and market expansion. Sales & Strategic Partnerships Lead partnership strategy and close high-value B2B agreements with corporate partners and customers. Oversee ...
India, Gurugram
Givaudan
16k
... objectives. Build and nurture strong relationships with key decision-makers, positioning Givaudan as their trusted and preferred partner. Develop, communicate, and execute Account Development Plans (ADPs), sales forecasts, and budgets with clearly defined KPIs. Manage the project brief pipeline, ensuring both volume and ...
India, Bengaluru
Syngenta Seeds
... States. Manage and drive commercial and business excellence by the design, planning and implementation of sales strategy, processes and initiatives to maximise top and bottom line results Manage A&P Costs and Business Quality thru’ optimising Sales returns and sales quality measures Lead and Motivate the CE & sales team to execute ...
India, Pune
dholakia lab grown diamond
... optimization, and working capital efficiency. The CCO will work closely with the CFO and partner cross-functionally with Sales, Sourcing, Inventory Planning, Finance, and Operations to drive sustainable profitability. Commercial & Margin ManagementOwn gross margin analysis and forecasting by product, customer, and channelTrack ...
India, Mumbai
HSBC Global Services Limited
... opportunities and expand distribution reach within the territory. - Monitor competition, market trends, and distributor activity to formulate growth strategies. Relationship Management - Build and maintain strong relationships with Banks, NDs, and MFDs. - Engage regularly with key decision-makers, branch managers, investment counselors, ...
India, Mangaluru
Yes Bank
Client Care: Act as the primary contact for client questions, requests, and concerns. Problem Solving: Resolve complaints or service issues quickly and professionally. Sales Growth: Find chances to cross-sell or upsell products and services. Teamwork: Work with internal sales, marketing, and support teams to meet client ...
India, Bengaluru
medcity international academy
... engineering, hospitality, aviation, tourism, and communications through impactful education and strategic training. Role Description This is a full-time, on-site Relationship Manager role based in Kochi. The Relationship Manager will build and maintain strong relationships with students, parents, and institutional partners, serving ...
India, Kochi
Kotak Mutual Fund
... improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill ...
India, Lucknow
Axis Bank
... experience in Merchant Acquiring, B2B Sales, Key Account Management, or Payments. - Experience managing large / premium merchant portfolios. - Strong commercial and relationshipmanagement skills. - Ability to work across Sales, Service, and Operations teams. - Resultsoriented with strong execution and followthrough discipline.
India, Mumbai
Axis Bank
Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get RMs manage a team of executives responsible Building and nurturing relationships with the bank branches and by cross-selling other products - Ensure key customer satisfaction through customer service of the highest quality ...
India, Bikaner
Tata AIA Life
... success for sales and account management - Excellent interpersonal and communication skills - Managing and developing retail broking partnerships to create value and business of LI - Maintain long term relationships with retail partnerships. - Organizational Relationships Reports To Manager/Sr. Manager / Asst. Vice President ...
India, Indore
exquisite lifestyle ltd
... simple: to help our members reclaim their time while enjoying seamless access to the finest services, experiences, and opportunities, all delivered with precision and care. Position Relationship Manager – Lifestyle & Concierge Services Employment Type: Full-Time, On-Site Role Overview The Relationship Manager will serve as ...
India, Gurugram
let global leadership summit
300k
... process, and convert them into confirmed attendees Drive sponsorship sales across our Bronze, Silver, Gold, and Platinum partner tiers, building relationships with brands and organizations looking for deeper association with the summit Handle the full sales conversation — from first contact through objection-handling to close ...
India, Delhi
... interpret market and industry insights. - Excellent stakeholder management and relationship-building skills. Skills & Competencies - Strategic account planning and execution. - Sales forecasting and pipeline management. - Negotiation and closing skills. - Strong communication and presentation abilities. - Customer-centric ...
India, Mumbai
180k
... Assistant Relationship Manager in the Banking division. This role offers an exciting opportunity to join a global team, providing top-tier service to existing and prospective clients while expanding the business on a product and global level. These would cover subsidiaries of our global clients from the US, EMEA, and Asia. ...
India, Mumbai
HSBC Global Services Limited
Rs 25 per hour
... economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: - Excellent sales and people management ...
India, Delhi
Marque berry
... coordinate with internal creative, strategy, and distribution teams to deliver high-quality work on time. Responsibilities include building strong client relationships, handling briefs, preparing and delivering presentations, and ensuring all deliverables align with client expectations and brand guidelines. The role involves ...
India, Gurugram