Relationship Manager

Role Purpose Responsible for complete process of a loan application commencing from customer identification to disbursement and clarifications after disbursement if any in addition to supporting the growth of the branch and ensuring individual revenue targets are achieved consistently
Key Performance Area

• Business development customer identification through various sources
• Sales/revenue target achievement
• Customer relationship management
• Documentation and quality of customers
• Overall customer experience

Major Tasks/activities
Business development and sales processConducting events and activities for improved branding and customer awareness as directed by branch managers
Connecting and developing better relationship for sourcing business from o Builders o AR o DSA o Other channels or direct o Participating in marketing events
Meeting prospective customers to understand the requirements clearly
Articulating feasible solutions including creating awareness/ educating customers about the benefits of the solution Following up on the leads regularly to understand interest levels and sharing/collecting all necessary documentation for application processing as per the operating guidelines
Coordinating with customer and internal teams such as legal/technical/credit/disbursement etc team for appraisals, sanctions and disbursements as required
Updating the customer on the application status periodicallySundaram Home finance Limited
Developing positive and professional relationship with the customer to enable cross selling, getting referrals and other business opportunities
Supporting the BDA/Direct selling team in knowledge sharing and imparting trainings whenever required
Participating in team meetings and reviews periodically
Preparing and sharing status of leads, activity, application process, disbursement etcOthers
Any other tasks which will be required to be performed from time to time as per the instructions