Relationship Manager - Personal Loans

Planet Solutions; Bengaluru; On-site; INR 420,000 - 660,000; Full time

Job summary

Planet Solutions in Bengaluru is seeking a motivated Relationship Manager – Personal Loans to build relationships with clients and drive personal loan solutions. You will promote products, identify opportunities, and collaborate with internal teams to ensure smooth processing from application to disbursement.

The ideal candidate has experience in sales or relationship management, solid knowledge of personal loan products, and strong communication skills to meet targets and customer needs.

Qualifications

• Proven experience in relationship management or sales.
• Strong knowledge of personal loan products and retail assets.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical skills to assess client needs.

Responsibilities

• Develop and maintain relationships with clients to understand financial needs and provide tailored personal loan solutions.
• Promote and sell personal loan products to potential customers through various channels.
• Conduct market research to identify new business opportunities and stay updated on industry trends.
• Collaborate with internal teams to ensure a seamless customer experience from application to disbursement.
• Meet and exceed sales targets and contribute to portfolio growth.
• Provide excellent customer service and support throughout the loan process.

Skills

Relationship Mgmt

Sales

Communication

Teamwork

Analytical thinking

Job description

We are seeking a motivated and results-driven Relationship Manager - Personal Loans to join our team in Karnataka. The ideal candidate will be responsible for managing client relationships and driving sales of personal loan products. This role requires a strong understanding of the personal loan market and the ability to build and maintain relationships with clients to meet their financial needs.

Key Responsibilities:

• Develop and maintain relationships with clients to understand their financial needs and provide tailored personal loan solutions.
• Actively promote and sell personal loan products to potential customers through various channels.
• Conduct market research to identify new business opportunities and stay updated on industry trends.
• Collaborate with internal teams to ensure a seamless customer experience from application to disbursement.
• Meet and exceed sales targets and contribute to the overall growth of the personal loan portfolio.
• Provide excellent customer service and support throughout the loan process, addressing any client inquiries or concerns.

Required Skills:

• Proven experience in relationship management or sales, preferably in the financial services sector.
• Strong knowledge of personal loan products and retail assets.
• Excellent communication and interpersonal skills to build rapport with clients.
• Ability to work independently and as part of a team to achieve sales goals.
• Strong analytical skills to assess client needs and recommend appropriate solutions.

If you are passionate about helping clients achieve their financial goals and have a track record in sales, we encourage you to apply for this exciting opportunity as a Relationship Manager - Personal Loans.