Client Relations Manager

IBSFINCORP is an industry leader for over a decade, providing loan facilities like Loan Against Property / Mortgage Loans, Working Capital Loans, Home Loans, Dropline OD, Overdraft/Cash Credit Limits, Letters of Credit, Packaging Credit, Bank Guarantee, Construction Loans, and NRI Loans to 300+ Micro, Small, and Medium Enterprises. The company has partnered with top banks & and NBFCs to offer the best loan solutions to its clients.

Role & responsibilities

• Working on the leads provided by VRM and meeting the Channel partners directly.
• Explaining the association benefits and USP of our company to channel partners,
• Achieving the sales target through the pool of CPs.
• Collect the documents and activate credit on file assessment.
• Sending regular marketing feedback based on -payout / Product and policy.
• Processing the file to the login stage by collecting the complete list of documents from clients.
• Be the Interface between the client and the operations team from sourcing to sanction of the Lead.
• Ensure agreement signing post sanction and resolve queries of customers.
• Maintaining a record of all the sanction copies.
• Resolving payout-related issues and providing updates to CPs of the same.

Requirements

• Minimum 1-4 years of experience
• Minimum 1 year of experience in a Home loan/LAP/Working capital.
• Good Communication skills( English & Kannada/Tamil). Hindi is an additional plus.
• Prior experience in the banking or financial services industry is a must.
• Good Experience in Zoom Meetings, Google skills, and adaptability to CRMs.
• Attention to detail and ability to multitask.
• Bachelor's degree in Business Administration, Finance, or related field
• Familiarity with local markets and regulations is a plus.

Interview Process

• Virtual interview
• Meeting with the directors
• HR round