Relationship Manager
Core
Managing direct-to-customer loan applications, driving conversions from enquiry to settlement, and educating customers on property equity products.
Role type
Sales-focused Relationship Manager
Builds
Direct-to-customer loan products (Buy Now Sell Later, equity release)
Domain
Fintech / Property Finance
Deliverable
client delivery
Required skills
sales, customer service, credit risk assessment, property valuations, debt-servicing metrics, short-term lending structures, persistence, problem-solving
Responsibilities
Managing and monitoring customer pipelines across channels, discussing loan scenarios and structures with customers, identifying opportunities to convert enquiries into new business, increasing customer engagement through proactive follow-up, nurturing future customers, undertaking additional duties as directed