Relationship Manager -Telesales

Veerwal Getwork Services; Gurugram District; On-site; INR 350,000 - 520,000; Full time

Job summary

Veerwal Getwork Services seeks Relationship Managers for Tele Sales to build long-term relationships with MSME customers and onboard new clients while retaining existing ones.

You will handle loan processing with channel partners, own end-to-end origination from sourcing to disbursal, and coordinate with Credit Risk, Quality Check, and Operations teams.

Excellent communication, customer focus, and a target-driven mindset are essential for success in this role.

Qualifications

• Freshers with excellent communication and finance background.
• 6–12 months of sales experience in financial services (Banks/NBFC).
• Hands-on selling services to customers.
• Regular and reliable work attendance.
• Motivated by incentives.

Responsibilities

• Work as part of the team in loan processing for channel partners.
• Own end-to-end loan origination from sourcing to disbursal.
• Understand client requirements and gather information to process applications.
• Appraise loan applications on credit parameters to ensure quality.
• Coordinate with documentation, Credit Risk, QA and Operations teams.
• Call customers to explain loan procedure from lead to disbursal.
• Ensure timely completion of daily tasks.
• Meet the TAT benchmarks on loan processing.
• Advise clients on loan options.

Skills

Communication skills

Education

Masters in Finance

B.Com

Job description

R Role:

We are looking for Relationship Managers Tele Sales who believe in and maintain long-term relationship with Micro, Medium and Small Enterprise customers and go an extra mile in on-boarding new customers and retaining old ones.

Key Tasks:

• To work as part of the team engaged in loan processing of applications received through channel partners.
• Own and manage end to end loan origination process from sourcing to disbursal.
• Understand client requirements, gather relevant information, and process the application. Keep client experience paramount. Be prompt in connecting with the customer, be responsive during the processing of a case.
• Appraisal of loan application on various parameters. Ensure quality of business i.e. all credit parameters to be met while loan processing.
• Work within the laid down framework and ensure 100% compliance. Coordinate with documentation executives for relevant documentation and acknowledgement.
• The role involves regular coordination with Credit Risk, Quality check and Operations team in the journey of loan application from sourcing to disbursal.
• Calling the customer and letting them understand the loan procedure from lead to disbursal
• Timely completion of tasks assigned for the day.
• Meet the TAT benchmarks on loan processing.
• Be an advisor to the client.

Great Fit:

• Fresher with excellent communication skills and from finance background (Masters in Finance/B. Com)
• 6 months to 1 year of experience from financial services (Banks/NBFC) in sales, managing the entire journey of the customer from lead generation till disbursement.
• Hands-on selling services to customers.
• Maintain regular and reliable work attendance
• Excited to earn incentives.

ole & responsibilities