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Assistant Relationship Manager

Company Profile:

Credit Wise Capital Pvt Ltd is a consumer finance Registered NBFC established with the aim of providing technology-driven loans to customers. The company leverages an offline sourcing model along with a new age of online sourcing to become a market leader in a very short time.

The first focused product at Credit Wise Capital is two-wheeler financing. The aim is to disrupt the two-wheeler lending market by deploying the right blend of tech-driven underwriting while utmost focus on collections.

The company was incorporated in early 2019 and in a short span of time, it has achieved tremendous growth and has become one of the fastest-growing NBFC in the western region of India. Currently headquartered in Mumbai, Credit Wise Capital has an increasing presence in over 20 locations and 5 states across the country

Application for Assistant Relationship Manager

Job Title: Assistant Relationship Manager

Department: Sales

Location: Pan India

Experience: 4+years

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Key Responsibilities

  • Sales Support and Coordination: Assist the Relationship Manager in executing sales strategies, plans, and initiatives to achieve sales targets and business objectives.
  • Coordinate with internal departments, including credit, operations, and marketing, to facilitate the sales
    process and ensure timely execution of customer transactions.
  • Customer Relationship Management: Build and maintain relationships with dealerships, channel partners, and customers, serving as a primary point of contact for sales inquiries, support, and assistance.
  • Assist in addressing customer inquiries, resolving issues, and providing personalized service to enhance
    customer satisfaction and loyalty.

Sales Promotion and Marketing: Support sales promotion and marketing activities, including product launches, campaigns, and promotional events, to increase brand awareness and drive customer engagement.

  • Assist in preparing sales presentations, promotional materials, and product information for distribution to
    dealerships, channel partners, and customers.
  • Sales Pipeline Management: Maintain accurate records of sales leads, prospects, and opportunities in the CRM system, ensuring data integrity and completeness for pipeline management and reporting purposes.
  • Assist in tracking sales performance metrics, including sales targets, conversion rates, and pipeline
    progression, to monitor progress against goals and identify areas for improvement.
  • Sales Reporting and Analysis: Assist in preparing sales reports, dashboards, and performance analysis for management review, highlighting key sales metrics, trends, and insights.
  • Participate in sales meetings, providing updates on sales activities, market trends, and competitor activities
    to support strategic decision-making.
  • Product Knowledge and Training: Develop a thorough understanding of the company’s two-wheeler financing products, services, and processes to effectively communicate product features, benefits, and value propositions to customers.
  • Participate in training programs and workshops to enhance product knowledge, sales skills, and industry
    expertise to support sales effectiveness and performance.
  • Compliance and Documentation: compliance with regulatory requirements, company policies, and industry standards in all sales activities and customer interactions.
  • Assist in preparing and maintaining accurate documentation, including sales agreements, loan applications,
    and customer records, in compliance with internal policies and regulatory guidelines.

Qualification

  • Bachelor’s degree in business administration, marketing, finance, or related field; relevant certifications or
    coursework in sales or customer relationship management preferred.
  • 4+ years of experience in sales support, customer service, or related roles, preferably in the financial services
    industry or NBFC sector.
  • Strong interpersonal and communication skills, with the ability to build rapport, establish trust, and communicate
    effectively with customers, dealerships, and internal stakeholders.
  • Customer-centric mindset with a passion for delivering excellent service and building long-term relationships with
    customers and partners.
  • Organizational skills and attention to detail, with the ability to manage multiple tasks, prioritize workload, and meet
    deadlines in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, CRM systems, and sales support tools to manage customer data, track sales
    activities, and generate reports.
  • Team player with the ability to collaborate effectively with cross-functional teams and stakeholders to achieve
    common goals and objectives.
  • Adaptability and willingness to learn, with a proactive attitude and a commitment to continuous improvement and
    professional development.