Relationship Manager

UBI Services; Morbi, Ahmedabad District, Raipur; On-site; INR 600,000 - 900,000; Full time

Job summary

UBI Services in Morbi is seeking a results-driven sales professional to drive MSME loan growth and profitability. You will lead end-to-end loan processes, build relationships with banking partners, and expand the customer base through strategic planning and execution.

The role requires understanding client business models, market potential, and strong ability to work in a fast-paced environment to achieve targets.

Qualifications

• Knowledge of MSME/Agri loan products.
• Understanding of local market potential.
• Ability to manage fast-paced workload.

Responsibilities

• Lead generation and target completion.
• Develop and execute a strategic plan to meet sales targets.
• Expand the customer base and retain clients in the region.
• Collaborate with Bank teams for new customers.
• Understand client business models and identify growth opportunities.
• Improve efficiency by monitoring process improvements.

Skills

MSME/Agri Loan

Local market potential

Fast-paced workstyle

Education

Any Graduate

Job description

Position Purpose

To drive the growth and profitability of the MSME loan segment by developing and executing effective sales strategies, building strong relationships with institutions, and ensuring high levels of customer satisfaction overseeing the end-to-end process of MSME loan applications to achieve targeted business outcomes- Business Target Achievement Monthly Basis.

Roles & Responsibilities

• Responsible for leads generation and completion of target.
• Develop and execute a strategic plan to achieve sales targets and expand the customer base.
• Develop and monitor client retention strategies for the region
• Work closely internally with Bank teams for new customers addition.
• To understand client business models, trade related activities etc. and identify opportunities and grow client relationships
• Improve efficiency by monitoring & overseeing continuous improvement of processes.

Job Specific Skills

• Should hold knowledge of MSME/Agri Loan
• Solid understanding of the potential of the local market
• Manage tasks and responsibilities in a fast-paced environment

Education Qualification

Any Graduate

Minimum Experience

3+ Years