Skills Required:
Customer handling
Sales & negotiation
Lead generation
Relationship management
Target achievement
Basic knowledge of financial products
Relationship Manager / Sales role), here are common job descriptions:
REMI – Job Description
Generate new customer leads through field visits, referrals and local market activities.
Approach customers and explain financial products/services.
Build and maintain strong customer relationships.
Collect required documents and coordinate with the processing team.
Follow up with customers until the application/disbursement process is completed.
Achieve monthly sales and business targets.
Maintain daily activity and sales reports.
Coordinate with dealers, DSAs, branches and internal teams.
Ensure proper customer service and timely resolution of queries.
Follow company policies, KYC and compliance requirements.