Relationship Manager

About us

CP Advisor Digital Pvt Ltd is a leading financial platform dedicated to revolutionizing the loan process by connecting clients with an extensive network of banks and Non-Banking Financial Companies (NBFCs). With a commitment to simplifying and expediting financial services, the company offers a comprehensive range of loan solutions, including personal loans, home loans, business loans, and more.

Since its establishment, CP Advisor has earned a reputation as a trustworthy and customer-focused organization in the financial industry. With over 115,000 satisfied clients, the company stands as a symbol of reliability, transparency, and excellence in service delivery. By offering customized financial solutions, CP Advisor helps its clients achieve their goals and make informed financial decisions.

Beyond its exceptional service offerings, CP Advisor fosters a supportive and growth-oriented workplace culture. The company values its employees as integral contributors to its success and provides ample opportunities for personal and professional development. A friendly and collaborative work environment ensures that employees can perform effectively and efficiently while thriving in their careers.

At CP Advisor Digital Pvt Ltd, the focus is on creating value for customers, employees, and partners, making it a trusted name in the financial ecosystem.

We are hiring!

Job Title: Relationship Manager

Experience: 0 to 2 Years (BFSI experienced will give preference)

Location: Alkapuri, Vadodara, Gujarat

Skills Required:

l Must be good in verbal communication

l Must have leadership abilities

l Should be active listener

Roles and Responsibilities:

1. Handling DSA Queries:

○ Attend to all assigned Direct Selling Agent (DSA) queries promptly and efficiently.

○ Provide accurate and timely information to DSAs regarding loan processing and

other related matters.

○ Ensure all DSA queries are resolved to their satisfaction and escalate issues

when necessary.

2. Loan Processing:

○ Oversee the loan application process from initiation to disbursement.

○ Coordinate with relevant departments to ensure all required documentation and verification processes are completed.

3. Developing New DSA Partnerships:

○ Actively seek out and establish new DSA partnerships.

○ Conduct meetings and presentations to potential DSAs to explain the benefits and processes involved.

○ Ensure that all new DSA partners are on-boarded smoothly and are fully aware of their roles and responsibilities.

4. Performance Monitoring:

○ Monitor the performance of DSAs to ensure they meet their targets.

○ Provide regular feedback and support to DSAs to help them improve their performance.

○ Prepare and present reports on DSA performance to senior management.

5. Training and Support:

○ Conduct training sessions for DSAs to keep them informed about new products, services, and processes.

○ Provide ongoing support and guidance to DSAs to ensure they are fully equipped to meet their targets.

6. Compliance:

○ Ensure all processes and interactions with DSAs comply with company policies and regulatory requirements.

○ Maintain confidentiality and integrity in all dealings with DSAs and clients.

7. Relationship Management:

○ Build and maintain strong relationships with DSAs to ensure their continued loyalty and productivity.

○ Address any issues or concerns raised by DSAs promptly and professionally