Relationship Manager

Responsibilities

· Manage and grow a portfolio of clients and channel partners to drive business for

Zatpat Loans across home loans, mortgage loans, construction finance,

inventory finance, and allied products.

· Build and maintain strong relationships with customers, DSAs, connectors, builders,

and financial institutions to ensure a consistent and high-quality business

pipeline.

· Source,evaluate, and process loan applications while ensuring accuracy in

documentation and adherence to company and lender guidelines.

· Coordinate closely with credit, operations, and lender partners to ensure timely

sanctioning and disbursement of loan cases.

· Achieve monthly and quarterly sales targets through effective lead conversion,

relationship management, and cross-selling of financial products.

· Maintain regular follow-ups with clients and partners to track application status,

resolve queries, and improve conversion ratios.

· Identify new business opportunities through market mapping, networking, and referrals

to expand the customer base.

· Monitor market trends, competitor offerings, and customer preferences to provide

actionable insights and improve sales strategies.

· Ensure proper maintenance of client data, pipeline tracking, and activity updates in

CRM systems.

· Uphold portfolio quality by coordinating with collections and ensuring minimal

delinquencies.

· Represent Zatpat Loans professionally in client meetings, partner interactions, and

networking events to strengthen brand presence and trust.

Requisite Skills:

· Bachelor’s degree in sales, marketing, finance, or a related field.

· Proven experience in sales/service within financial services, loans, cards, banking,

NBFC, or related sectors.

· Ability and experience in leading a sales team and driving target achievement.

· Strong communication, negotiation, presentation, and interpersonal skills.

· Ability to work independently and with a team, and travel within the assigned

territory on a regular basis.

· Goal-oriented mindset with strong focus on revenue generation, conversion, and relationship

management.

· Familiarity with CRM tools, Excel-based reporting, and sales funnel management.