Relationship Manager - Business LAP (DSA)
Job Summary:
The Relationship Manager for Business LAP (Loan Against Property) - DSA
(Direct Selling Agent) is a critical role that focuses on building and
maintaining relationships with customers and channel partners. This position
significantly contributes to the growth of the business by identifying
clients' needs, providing tailored solutions, and driving sales in the
property loan segment.
Key Responsibilities:
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Develop and maintain strong relationships with clients, ensuring a
personalized approach to their financial needs.
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Identify and engage potential DSA partners to expand the distribution
network for LAP products.
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Conduct thorough needs analysis for clients and provide suitable LAP
solutions that align with their financial goals.
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Achieve monthly sales targets through effective negotiation and persuasion
techniques.
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Facilitate the loan application process by guiding clients through
documentation and requirements.
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Monitor market trends and competitors to adapt strategies and enhance
customer offerings.
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Provide excellent after-sales service to ensure client satisfaction and
foster repeat business.
Requirements:
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Bachelor's degree in Finance, Business Administration, or a related field.
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Experience in a relationship management or sales role, preferably in
financial services.
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Strong knowledge of Loan Against Property products and the mortgage
industry.
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Excellent communication and interpersonal skills to engage effectively with
clients and partners.
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Proficient in using CRM software and MS Office Suite for managing client
relationships and reporting.
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Demonstrated negotiation and closing skills with a track record of achieving
sales objectives.
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Ability to work independently while also contributing to team success and
collaboration.
Preferred Qualifications:
- Master's degree in Finance or Business Administration.
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Experience working with DSA partners and an established network in the
industry.
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Understanding of financial regulations and compliance related to LAP
products.
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Proven ability to build and maintain strong relationships with
high-net-worth clients.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health insurance and wellness programs.
- Opportunities for professional development and career advancement.
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Employee benefits program including discounts on loans and financial
products.
- Access to training and resources to enhance skills and knowledge.