The Relationship Manager is responsible for managing and growing a portfolio of client relationships. This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions and services.
responsible for driving business growth, acquiring new MSME clients, and managing loan portfolios (secured/unsecured) in Tier 2/3 cities. The role involves understanding client needs, offering tailored financial solutions, and maintaining high-quality client relationships for retention, requiring skills in sales, credit assessment, and communication.
Key Responsibilities
- Client Acquisition & Sales: Identify, acquire, and onboard new MSME customers for loan products.
- Portfolio Management: Maintain and deepen relationships with existing clients to encourage repeat business.
- Financial Advisory: Analyze client financial requirements and propose suitable loan solutions.
- Credit Support: Assist in the credit assessment process and documentation to ensure quick, compliant processing.
- Target Achievement: Meet or exceed sales targets for business growth.
- Customer Service: Act as the primary contact point for client queries and resolve issues to ensure customer satisfaction.
