Job Role-Relationship Manager - Finance

Location-Surat, Vapi & Nashik

Experience-3 to 6 Years

Mandatory Skills

Proficiency in CRM tools and MS Office

Knowledge of financials and property documents

Years of experience in LPA sourcing

Job Summary:

We are hiring a dynamic and target-oriented Sales RM for our NBFC. Candidates with experience in Loan Against Property (LAP) will be given preference. The ideal candidate will be responsible for sourcing new clients, promoting loan products (such as LAP, business loans, and term loans), and driving revenue growth through strong customer relationships and market insight.

Roles and responsibilities

Identify and acquire new customers through fi eld visits, referrals, and lead generation.

Promote and sell NBFC loan products, focusing on SME clients

Understand client financial requirements and recommend suitable loan solutions.

Manage end-to-end sales lifecycle: prospecting, pitching, documentation, and follow-up.

Build and maintain long-term customer relationships.

Collaborate with internal teams to ensure smooth processing and disbursal.

Achieve assigned monthly and quarterly sales targets.

Stay updated with market trends, competitor offerings, and regulatory guidelines

Key Requirements-

LAP Sourcing Expertise –Proven ability to acquire high-ticket LAP customer

LAP customer Credit Understanding – knowledge of financials and property documents.

Customer Relations –Strong communication and negotiation skills.

Market Penetration –Experience across metro and Tier 2 markets.

Target Achievement –Consistently meets or exceeds sales targets.

Channel Management –Strong DSA network and relationship-building skills.

Compliance Focus –Knowledge of KYC, credit, and regulatory guidelines.

Tech Proficiency –Comfortable with CRM tools and digital sales platforms Credit