Relationship Manager - CEQ Finance - Bengaluru - Prestige Corniche
Eofh Open At a glance
Manager-level Account Management role at Eofh. Bengaluru · full-time.
Pay not stated Account Management salary
growthroles summary, based on the employer's posting.
What you'll do
- Serve contractors, fleet owners and SME customers as their contact for service questions, while building repeat business and referrals
- Check customer applications and supporting KYC, financial and asset records, then coordinate case processing with internal teams
- Prepare loan proposals and CAM inputs, resolve approval queries with Credit, and move files through approval stages
- Work with Operations to complete loan disbursements, check pre-disbursement conditions and clear case delays
- Monitor repayments and early delinquency, follow up with customers, and coordinate overdue cases with Collections
What you bring
- You can prepare loan proposals or CAM inputs and coordinate approval queries with Credit teams
- You can manage KYC and loan documentation, keeping records complete and ready for audits
Who this fits
This role suits someone comfortable combining customer relationship management with loan processing, repayment follow-up and limited sourcing. You'll also support deal origination with the State Head or ASM and maintain accurate case, disbursement and pipeline reporting.
From the employer
Main Accountabilities
1. Customer Relationship Management
• Manage relationships with contractors, fleet owners, and SME customers
• Act as the primary point of contact for customer queries and servicing
• Build strong engagement to drive repeat business and referrals
2. Deal Processing & Documentation
• Collect and verify customer documents and application details
• Ensure completeness of KYC, financials, and asset-related documentation
• Coordinate with internal teams for smooth case processing
3. Credit Coordination & Proposal Handling
• Prepare and submit loan proposals / CAM inputs
• Liaise with Credit teams for approvals and query resolution
• Ensure timely movement of files across approval stages
4. Disbursement & Execution
• Coordinate with Operations for timely disbursement of loans
• Ensure all pre-disbursement conditions are met
• Track case status and resolve delays
5. Business Support & Sourcing (Limited)
• Support sourcing through dealer references and existing relationships
• Assist State Head / ASM in deal origination and closure
• Generate leads through local market connect and referrals
6. Portfolio Management & Follow-ups
• Track customer repayment behavior and early delinquency signals
• Follow up with customers for timely repayments
• Coordinate with Collections teams for overdue cases
7. Utilization & Customer Engagement
• Drive repeat transactions and utilization of existing relationships
• Ensure continuous engagement with active customers and dealers
• Identify opportunities for cross-sell / additional funding
8. MIS & Reporting
• Maintain data on cases handled, disbursements, and pipeline
• Update internal systems and provide regular status updates
• Ensure accuracy of reporting
9. Compliance & Process Adherence
• Ensure adherence to internal policies, KYC norms, and documentation standards
• Maintain audit-ready documentation
• Support audit and compliance checks
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