Job Description
Experience : 2-10 yrs
Ideal age bracket : 22-35
Job Roles and Responsibilities
Relationship Manager /SRM/BM
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 Disbursal's 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 and research information
Deliverables:
· Perform various financing activities as per the customer's 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 compliance
Competencies
Drive: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties
Customer-centric: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, and is accessible and responsive
Compliant: Own goals are aligned with Organizational code of conduct & norms, good conduct, verify details with relevant authority wherever necessary
TELE CALLER :-
Should have zeal to service customers
excellent with communication skills
Basic Knowledge of Computer to update CRM
Shift Timing- 10:AM to 6.30:PM (2nd Sat Off)
Graduates - B.com, BBI, BMS / Post Graduate/ MBA Freshers Or Should be experienced in the same line - Loan vertical.
Salary :-
Relationship Manager(CTC-Includes PF & ESIC) = 18k to 25k
Tele caller - (CTC -Includes PF & ESIC) = 13k to 16k
Website - www.rupeeboss.com
Linkdin - https://www.linkedin.com/company/rupeeboss/
MSME Bharatmanch
https://www.msmebharatmanch.com/
Job Type: Full-time
Salary: ₹18,000.00 - ₹50,000.00 per month
Schedule:
Day shift
Speak with the employer
++1
Ideal age bracket : 22-35
Job Roles and Responsibilities
Relationship Manager /SRM/BM
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 Disbursal's 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 and research information
Deliverables:
· Perform various financing activities as per the customer's 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 compliance
Competencies
Drive: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties
Customer-centric: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, and is accessible and responsive
Compliant: Own goals are aligned with Organizational code of conduct & norms, good conduct, verify details with relevant authority wherever necessary
TELE CALLER :-
Should have zeal to service customers
excellent with communication skills
Basic Knowledge of Computer to update CRM
Shift Timing- 10:AM to 6.30:PM (2nd Sat Off)
Graduates - B.com, BBI, BMS / Post Graduate/ MBA Freshers Or Should be experienced in the same line - Loan vertical.
Salary :-
Relationship Manager(CTC-Includes PF & ESIC) = 18k to 25k
Tele caller - (CTC -Includes PF & ESIC) = 13k to 16k
Website - www.rupeeboss.com
Linkdin - https://www.linkedin.com/company/rupeeboss/
MSME Bharatmanch
https://www.msmebharatmanch.com/
Job Type: Full-time
Salary: ₹18,000.00 - ₹50,000.00 per month
Schedule:
Day shift
Speak with the employer
++1
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|Senior relationship manager|Business manager|Team lead position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
