Walk-in || Relationship Manager
Werize · Bengaluru
- Experience1–5 yrs
- SalaryDisclosed
- Work modeonsite
- Posted1 Oct 2026
About Werize
Werize is hiring in Bengaluru in financial services. This role looks for around 1+ years of experience.
Skills
- Personal Loans
- loan sales
- telesales
- inside sales
- Fintech
- NBFC
- Banking
- Business Loans
- Home Loans
- Hindi
The role
A loan sales relationship manager at a financial services marketplace handles Personal Loans, explains loan products and completes loan sales cycles, using CRM tools and Hindi. Customer handling and regulatory compliance support trusted borrower interactions.
Full job description
Role & Responsibilities
Handle outbound and assigned inbound calls for loan products such as Personal Loans
Connect with pre-generated leads only (no lead generation involved)
Understand customer requirements and recommend suitable loan products
Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly
Manage the complete loan sales cycle from customer interaction to loan disbursement
Follow up with customers for documentation and application status
Update and maintain accurate customer records in CRM systems
Achieve assigned sales and conversion targets
Ensure compliance with internal policies and regulatory guidelines
Deliver a high-quality customer experience and build trust with customers
Preferred Candidate Profile
1-3 years of experience in telesales / inside sales with exposure to loan products
Experience in Fintech / NBFC / Banking is mandatory or highly preferred
Hands-on experience in Personal Loan, Business Loan, or Home Loan sales
Strong communication skills with customer-handling confidence
Hindi is mandatory; knowledge of any South Indian language (Telugu / Tamil / Kannada /
Malayalam) is an added advantage
Target-driven, disciplined, and comfortable working in a performance-oriented environment
Familiarity with CRM tools and basic computer skills preferred