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Relationship Manager /SRM

2.00 to 7.00 Years   Mumbai City   05 Jan, 2024
RUPEEBOSS FINANCIAL SERVICES PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Relationship Manager /SRM/
    • Meeting minimum number of clients daily on scheduled Appointments.
    • Daily update in CRM regarding daily planning, leads received & Follow ups
    • Leads to be converted into login and get it disbursed from Bank or NBFC which gives the best rates
    • Processing of loan applications, conducting due diligence, Client visits, ensure compliance of terms & conditions as per sanctioned terms, compliant documentation etc.
    • Ensure all the loan related process/queries are taken care so that loan disbursal happens smoothly
    • Ensure timely disbursal of loan from leads received from Customers/RBAs
    • Maintain relationships with business banking
    • Arranging business development meetings with prospective clients
    • Develop entry level staff into valuable salespeople
    • Manage relationship with the customers by increasing business with existing clients and well as through Cross sell
    • Create awareness about MSME Bharat Manch to all the Business Owners.
    Complete focus of Scheduling Meetings with Customers, with RupeeBoss Associates, Number of Logins, Cross Sell, Insurance, Number of Disbursals on a daily basis/Weekly basis Responsibility: Excellent communication and listening skills The ability to explain complex information clearly and simply Good sales and negotiation skills An interest in financial products and markets Basic mathematical and computer skills Plenty of drive, initiative and motivation Honest and trustworthy in compliance Attention to detail The ability to analyze the market and research information

Keyskills :
crmrelationship managementcross sellingfollow ups

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