Relationship Manager(Home Loan)

Job Description:

Roles & Responsibilities:

• Identify and source home loan customers through direct sourcing, builder channels, DSA, and connectors.
• Build and manage a portfolio of home loan clients, ensuring high levels of customer satisfaction and relationship management.
• Understand customer financial requirements and suggest appropriate loan solutions.
• Ensure end-to-end home loan processing including documentation, credit appraisal coordination, and timely disbursal.
• Generate leads through field visits, cold calls, and reference generation.
• Cross-sell banking and third-party products such as insurance and savings accounts.
• Maintain regular communication with customers and provide post-sales support.
• Achieve assigned monthly/quarterly sales targets and ensure compliance with internal policies and RBI guidelines.

Candidate Requirements:

• Minimum Graduate (Any Stream); Post-Graduation preferred.
• 1–4 years of experience in home loan or mortgage loan sales.
• Should be familiar with local property markets, builders, and developers.
• Good understanding of loan eligibility criteria, credit norms, and legal aspects.
• Strong interpersonal and negotiation skills.
• Must have a two-wheeler for field visits.