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Relationship Manager

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Onsite

Relationship Manager

Radian Finserv

Relationship Manager

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Chennai, Tamil Nadu, India

Work mode:

Onsite

Published on:

4 September 2026

What they need


  • Sales Person Roles & Responsibilities in NBFC
  • Customer Acquisition
  • Identify and approach new customers who need loans.
  • Generate leads through field visits, references, calls, and local contacts.
  • Loan Product Explanation
  • Explain the company's loan products, eligibility, interest rates, tenure, and repayment terms to customers.
  • Lead Conversion
  • Follow up with interested customers and convert leads into successful loan applications.
  • Customer Eligibility Check
  • Collect basic customer and business/income information to understand their loan eligibility.
  • Document Collection
  • Collect required documents such as PAN, Aadhaar, bank statements, income/business proofs, and other KYC documents.
  • Application Processing
  • Ensure the loan application and documents are complete and submit them to the concerned team for further processing.
  • Coordination with Internal Teams
  • Coordinate with Credit, Operations, Verification, and Collection teams for smooth loan processing and disbursement.
  • Customer Relationship Management
  • Maintain good relationships with existing and new customers and handle their queries professionally.
  • Achieve Sales Targets
  • Meet monthly/weekly targets related to leads, applications, disbursements, and business volume.
  • Market & Competitor Information
  • Understand local market conditions and competitor loan products to improve sales.
  • Follow-up
  • Regularly follow up with customers until the loan is approved and disbursed.
  • Compliance
  • Follow the company's policies, KYC requirements, RBI guidelines, and ethical sales practices.

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