Relationship Manager - Nashik Freshers

Impact Hr N Km Solutions; Nashik District; On-site; INR 240,000 - 420,000; Full time

Job summary

Impact Hr N Km Solutions in Nashik is seeking a dynamic Sales & Business Development professional to drive client acquisition and portfolio growth in BFSI sectors. You will onboard HNIs, SMEs, and corporate borrowers, manage relationships, and coordinate with partners to speed loan sourcing and disbursement.

Responsibilities include building and training a partner network, conducting regular reviews, analyzing market trends, and achieving monthly targets across product lines.

Qualifications

• Identify and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing.
• Understand client financial needs and tailor credit/loan products accordingly.
• Coordinate with internal teams to speed up sanction and disbursement.

Responsibilities

• Client Acquisition & Portfolio Management: Identify, prospect, and onboard HNIs, SMEs, and corporate borrowers for loan sourcing.
• Manage and nurture an active portfolio, understanding financial needs and providing tailored credit products.
• Maintain engagement with clients throughout the loan lifecycle from inquiry to disbursement.
• Build and manage network of DSAs, connectors, CAs, and real estate partners for lead generation.
• Conduct regular partner meetings on product guidelines, eligibility, commissions, and norms.
• Credit Assessment & File Processing: Conduct screening and eligibility checks before file submission.
• Coordinate with credit, underwriting, and operations to resolve queries and speed up TAT.
• Target Achievement & Market Intelligence: Meet monthly/quarterly loan disbursement targets and monitor market trends.

Skills

Customer Relationship

Customer Service

BFSI

Interpersonal Skills

HNI Acquisition

Negotiation Skills

Team Management Skills

Job description

Responsibilities

• Client Acquisition & Portfolio Management: Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.
• Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.
• Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.
• Channel Partner & Partner Network Development: Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.
• Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.
• Credit Assessment & File Processing: Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.
• Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.
• Target Achievement & Market Intelligence: Achieve monthly and quarterly loan disbursement targets across assigned product lines.
• Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

Experience

• 0 - 1 Years

Industry

• Sales & Marketing / Business Development / Telecaller

Key Skills

• Customer Relationship
• Customer Service
• BFSI
• Interpersonal Skills
• HNI Acquisition
• Negotiation Skills
• Team Management Skills