Relationship Manager - Personal Loans

Piramal Finance; Maharashtra; On-site; INR 279,000 - 670,000; Full time

Job summary

Piramal Finance is seeking a high-output sales professional to drive Personal Loan sales through diverse channels in Maharashtra. The role focuses on building a robust customer pipeline, managing the full cycle from lead to disbursement, and meeting monthly targets.

You will collaborate with Credit and Operations to ensure smooth processing and strict KYC compliance. Ideal candidates will excel in sourcing, relationship management, and market analysis to identify new business opportunities and

Qualifications

• Experience in driving personal loan sales via direct sourcing and digital leads.
• Ability to generate leads and build a strong pipeline.
• End-to-end sales cycle from lead to disbursement.
• Compliance with KYC and company policies.

Responsibilities

• Drive Personal Loan sales through direct sourcing, references, DST, digital leads and other channels.
• Generate new customer leads and build a strong customer pipeline.
• Manage the complete sales cycle from lead generation to login, approval and disbursement.
• Achieve monthly business, login and disbursement targets.
• Maintain strong relationships with customers.
• Coordinate with Credit, Operations and Processing for smooth case movement.
• Ensure quality sourcing and adherence to KYC/compliance requirements.
• Track market trends, competitor activities and identify new business opportunities.
• Maintain regular follow-ups with customers to ensure timely closure of cases.

Skills

Personal loan sales

Lead generation

Customer relationships

Sales cycle management

Job description

Role & responsibilities :

• Drive Personal Loan sales through direct sourcing, references, DST, digital leads and other channels.
• Generate new customer leads and build a strong customer pipeline.
• Manage the complete sales cycle from lead generation to login, approval and disbursement.
• Achieve assigned monthly business, login and disbursement targets.
• Maintain strong relationships with existing and prospective customers.
• Coordinate with internal teams such as Credit, Operations and Processing for smooth case movement.
• Ensure quality sourcing and adherence to company policies and KYC/compliance requirements.
• Track market trends, competitor activities and identify new business opportunities.
• Maintain regular follow-ups with customers to ensure timely closure of cases.