Relationship Manager/Sales Manager

Relationship Manager / Sales Manager - Business LAP (DSA)

Job Summary:

The Relationship Manager for Business LAP DSA plays a crucial role in fostering strong relationships with clients by offering tailored financial solutions. You will work collaboratively with stakeholders to drive business growth and ensure customer satisfaction through effective loan advisory and support services.

Key Responsibilities:

• Evaluate client financial needs and provide tailored loan products, with a focus on Business LAP.
• Develop and manage relationships with key distribution partners and direct sales agents (DSA).
• Conduct regular market analysis to identify new business opportunities and enhance customer engagement strategies.
• Deliver exceptional customer service and resolve client inquiries related to loan products and services.
• Coordinate with internal departments to ensure timely processing and approval of loan applications.
• Prepare and present financial reports and forecasts to clients to support their business goals.
• Monitor client accounts and follow up on feedback to maintain high satisfaction levels and long-term relationships.

Requirements:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in relationship management or sales in the financial services sector, specifically in Loans or LAP.
• Strong knowledge of loan products, credit analysis, and financial regulations
• Excellent communication and interpersonal skills to build and maintain relationships with clients and team members.
• Proficient in CRM software and Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work independently and as part of a team, with strong problem-solving capabilities.
• Strong analytical skills with a results-driven mindset.

Preferred Qualifications:

• Master’s degree in Finance, Business Administration, or a related field.
• Proven track record of achieving sales targets and driving business growth.
• Experience working with DSAs and developing strategic partnerships.
• Additional certifications in financial management or sales will be considered an asset.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance and wellness programs.
• Opportunities for professional development and career advancement.
• Flexible working hours and potential for remote work arrangements.
• Employee recognition programs and team-building activities.
• Financial planning assistance and employee discounts on loan products.
• Work in a dynamic and inclusive environment that values diversity and teamwork.

```This job description outlines the key elements of the Relationship Manager role focused on Business LAP and DSA, using clear and engaging language to attract the right candidates.