Relationship Manager, Loan

Key Responsibilities

• Generate loan business through outbound DSA calling, lead conversion, customer follow-ups, and channel partner development.
• Manage loan cases through disbursement.
• Generate leads, conduct outbound calls, and convert prospects.
• Source loan business and develop DSA/channel partner relationships.
• Coordinate with customers, bankers, and internal teams.
• Manage loan cases from login to disbursement.
• Maintain MIS, follow up on pending cases, and achieve business targets.

Requirements & Tech Stack

• Graduate in any discipline; Finance/Commerce preferred.
• 1–3 years of relevant sales or loan industry experience.
• Freshers with strong communication and sales skills may also apply.

Qualifications

• Strong communication and convincing skills.
• Target-oriented sales approach.
• Effective coordination and follow-up skills.

Performance Criteria: Calling productivity, lead conversion, disbursement, business target achievement, partner acquisition, timely case processing, follow-ups, and MIS reporting.