Relationship Manager

Position Overview

The Relationship Manager is responsible for driving revenue growth through proactive client acquisition, effective relationship management, and successful origination and disbursement of loan products.

The role focuses on identifying creditworthy clients, structuring appropriate lending solutions, managing end-to-end loan sales, and maintaining long-term relationships that support portfolio growth and asset quality.

The Relationship Manager serves as the primary point of contact for clients and works closely with relevant teams to ensure timely loan processing, disbursement, and post-disbursement monitoring.

Key Responsibilities

Relationship Management

• Develop, manage, and retain strong relationships with new and existing clients, including individuals, SMEs, and High Net Worth Individuals (HNIs)
• Maintain regular engagement with clients to understand evolving financial needs and proactively offer suitable lending solutions
• Handle client inquiries, complaints, and service issues promptly, escalating when necessary to ensure timely resolution
• Monitor client satisfaction levels and implement strategies to improve customer retention and repeat business

Loan Sales and Business Development

• Identify, prospect, and onboard new clients through direct marketing, referrals, networking, and strategic partnerships
• Promote and sell the Company's loan products, including consumer loans, asset financing, SME loans, and other approved credit offerings
• Prepare and present loan proposals, term sheets, and product recommendations tailored to clients' financial needs and risk profiles
• Achieve assigned loan booking, disbursement, and revenue targets in line with the Company's growth objectives
• Collaborate with the Marketing teams to support campaigns and initiatives aimed at expanding the loan portfolio

Credit Assessment and Loan Processing

Engage with clients to gather necessary information and documentation for credit assessment and loan processing activities.