Relationship Manager

Accord Security; New Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

Accord Security in New Delhi is seeking a dynamic Sales Executive to drive new business in NBFC, banking and financial services segments. You will build and maintain customer relationships, understand financial requirements, and recommend loan products while coordinating with Credit and Operations teams to ensure smooth processing.

The ideal candidate has 1-3 years of experience, strong communication skills, and a target-oriented mindset.

Qualifications

• Bachelor's degree in any discipline.
• 1-3 years of experience in NBFC, banking, financial services, loans, or sales.
• Good understanding of loan products and basic financial documentation.
• Strong communication and interpersonal skills.
• Target-oriented with good follow-up and negotiation skills.

Responsibilities

• Generate new business through leads, references, and market/customer interactions.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer financial requirements and recommend suitable loan products.
• Coordinate with Credit, Operations, and other internal teams for smooth processing of loan applications.
• Collect and verify required customer documents as per company guidelines.
• Follow up with customers regarding pending documents, application status, and disbursement.
• Achieve assigned monthly business and disbursement targets.
• Maintain regular follow-ups with customers and ensure a positive customer experience.
• Identify new business opportunities and develop a strong customer network.
• Ensure proper adherence to company policies, processes, and compliance requirements.
• Maintain accurate customer and sales records and provide regular updates to the reporting manager.
• Support the team in achieving overall business and revenue targets.

Skills

Lead generation

Relationship building

Negotiation

Communication skills

Education

Bachelor's degree

Tools

MS Excel

Job description

Roles and Responsibilities :

• Generate new business through leads, references, and market/customer interactions.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer financial requirements and recommend suitable loan products.
• Coordinate with Credit, Operations, and other internal teams for smooth processing of loan applications.
• Collect and verify required customer documents as per company guidelines.
• Follow up with customers regarding pending documents, application status, and disbursement.
• Achieve assigned monthly business and disbursement targets.
• Maintain regular follow-ups with customers and ensure a positive customer experience.
• Identify new business opportunities and develop a strong customer network.
• Ensure proper adherence to company policies, processes, and compliance requirements.
• Maintain accurate customer and sales records and provide regular updates to the reporting manager.
• Support the team in achieving overall business and revenue targets.

Requirements

• Bachelor's degree in any discipline.
• 1-3 years of experience in NBFC, banking, financial services, loans, or sales.
• Good understanding of loan products and basic financial documentation.
• Strong communication and interpersonal skills.
• Target-oriented with good follow-up and negotiation skills.
• Ability to build and maintain customer relationships.
• Basic knowledge of MS Excel and other office applications.
• Ability to work independently as well as in a team.

Preferred Experience

Candidates with experience in personal loans, salaried loans, consumer finance, retail lending, or other NBFC products will be preferred.