Relationship Manager - Ernakulam
1 day ago
Job description
Job Title: Regional Manager (Secured Loan)
Department: Secured Loans
Product: Abroad Education Loan
About GyanDhan: GyanDhan is Indias' leading platform for education financing, helping students secure loans for studying abroad. We partner with study abroad consultants and banks like SBI to deliver seamless financial solutions.
About the Role As a Regional Manager, you'll function as an individual contributor driving personal targets in lead sourcing, conversions, and
loan disbursals within an assigned territory. You'll coordinate with a team of 1+ Relationship Officers (ROs) and leverage your channel management expertise to optimize partnerships with SBI branches and other stakeholders.
This role demands a results-driven mindset, strong negotiation skills, and the ability to align team efforts without direct hiring or supervisory authority.
Key Responsibilities
Personal Target Delivery: Achieve individual quotas for lead logins, sanctions, and disbursals as set by the company,
focusing on high-conversion abroad education loans.
Strategic Lead Sourcing: Independently source and nurture leads from SBI branches and other channels to build a robust pipeline.
Conversion Optimization: Drive website lead conversion rates to company standards through proactive follow-ups
and process improvements.
Team Coordination: Collaborate with 1+ ROs to align efforts, share best practices, and ensure collective target
achievement without direct management.
Channel Management: Strengthen relationships with SBI branch managers, study abroad consultants, and banking
partners to expand lead flow and resolve escalations.
Performance Tracking & Coaching: Monitor territory metrics, analyze trends, provide peer coaching, and recommend
efficiency tweaks.
Process Compliance: Adhere to GyanDhan guidelines, banking protocols, and regulatory standards in all lead
processing and disbursals.
Requirements
Minimum 2+ years of experience in sales of banking/financial products, with proven expertise in channel
management (e.g., DSA partnerships, bank branch networks).
Graduate in any discipline.
Valid driving license and willingness to travel regularly across assigned branches.
Excellent communication in English and the regional language.
Strong negotiation, relationship-building, and analytical skills for individual high-performance.
What We Offer
Attractive Salary + Performance Incentives + Travel Allowance.
Company assets: Mobile phone and tools for seamless fieldwork.
Similar jobs
Key Responsibilities: · Drive Sales: Actively sell and promote our services to used-car dealers, ensuring successful onboarding onto the platform. · Point of Contact: Serve as the primary point of contact for all dealer inquiries related to Dealer Mall, providing exceptional cust ...
2 days ago
The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. · This position is suitable for fresh graduates who are interested in building a career in the financial services industry.Acquire new clients for equity and ...
1 month ago
+Portfolio management of HNI Clients and Acquisition of NTB Accounts. · + · ,+Portfolio management of HNI Clients · ,Acquisition of NTB Accounts · ,+ ...
1 month ago
This role involves maintaining strong relationships with clients while understanding their financial needs. Responsibilities include identifying potential clients and assessing their goals. · Maintaining and developing strong relationships with clients. · Identifying potential cl ...
1 month ago
+Build and maintain strong relationships with partner bank branches to achieve sales targets. · ...
1 month ago
Manage and maintain strategic relationships with clients to achieve target achievement of Life Insurance through broking partners. · ...
3 weeks ago
We are hiring Relationship Managers – Wealth for a leading organization in the Wealth Management industry, · catering to High-Net-Worth (HNI) and Ultra High-Net-Worth (UHNI) individuals.Manage and grow relationships with HNI & UHNI clients · Act as a trusted advisor for end-to-en ...
3 weeks ago
Build and maintain strong relationships with partner bank branches to achieve sales targets. · ...
2 weeks ago
The primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and relationship building for generating sales ensuring increase in market share in the IFA channel business. · ...
1 month ago
Drive sales numbers and achieve business targets for home loans through cross selling while continuing to enhance and upgrade client relationships. · Sales Process Management · Retail and expand customer base for home loan channel so as to ensure repeat business or referrals · ...
1 week ago
The role of Relationship Manager will be 80% sales and 20% operations. · ...
3 weeks ago
As the Relationship Manager for Lending Partnership at Rupeek Fintech. · ...
1 month ago
The Relationship Manager will manage the Group business with Bank employees, liaise with different departments for case closure, and champion product and process to drive top-line sales through business sales teams. They will also coordinate and train key officials to enhance the ...
4 weeks ago
We are hiring for Relationship Manager for Direct channel. · Candidate should have minimum 1 year of experience in life insuranceCandidate should have minimum 1 year of experience in life insurance · ...
3 weeks ago
++Manage NR client portfolios and acquire NTB accounts. · Candidates require 4+ years of experience in NR portfolio management. · ...
1 month ago
We are hiring experienced candidates for the post of Relationship Manager (RM/SRM/ERM) for our ESAF Bank. · Cross selling of Life insurance products to the bank customers at the bank centres, · Creating a good rapport with the bank staffs for effective lead generation & conversio ...
1 month ago
Responsible for target achievement of Life Insurance through Banking partners. · ...
3 weeks ago
Act as SPOC for selected BC/Co-lending partners managing data coordination MIS reporting and presentations. · ...
1 month ago
1. Role Objective · To acquire and service gold loan customers, ensure quality underwriting, manage branch-level operations for gold loans, and drive business growth while maintaining high standards of compliance, customer service, and asset quality. · 2. Key Responsibilities · A ...
2 days ago
We are looking to hire a dynamic professional who can build a strong partner network generate quality leads and drive closures. · ...
1 month ago