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Relationship Manager Sales

1.00 to 4.00 Years   Pune   19 Apr, 2023
RUPEEBOSS FINANCIAL SERVICES PRIVATE LIMITED
Job LocationPune
EducationNot Mentioned
SalaryRs 3.0 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Roles and ResponsibilitiesPosition = Relationship Manager /SRM
    • Making stipulated minimum telephonic calls daily as target set by the Supervisor
    • Meeting minimum number of clients daily as target set by the Supervisor
    • Daily update in CRM regarding daily planning, leads received
    • 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, site 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 fromCustomers/RBAs
    • Ensure achievement of minimum 3X of billing of the cost month on month
    • Maintain relationships with business banking
    • 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, withRupeeBossAssociates, Number of Logins, Cross Sell, Insurance, Number ofDisbursalson a daily basis. Responsibility: Excellent communication and listening skills The ability to explain complex information clearly and simply Good sales and negotiation skills An interest infinancialproducts 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 and research informationDeliverables: Perform various financing activities as per the customers requirement Increase wallet share by cross-selling products to the customer Achieve individual targets and grow account profitability, while maintaining a high service standard and complianceCompetenciesDrive: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficultiesCustomer-centric: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, and is accessible and responsiveCompliant:Own goals are aligned with Organizational code of conduct & norms, good conduct, verify details with relevant authority wherever necessaryExperience - 1+ & More with same field of LoansSalary - 3Lac - 5Lac + Incentives (Depends on performance)Location -Mumbai(Andheri & Ghatkopar) -Pune

Keyskills :
financial productslead generationbank loanloan salesfinancial products salesrelationship managementsales processcold callingoutbound sales

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