Talent Leads HR Solutions Pvt Ltd logo

Relationship Manager for Mumbai

3 - 8 years

0 Lacs

mumbai city

Posted:1 week ago| Platform: Shine logo

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Skills Required

sales home loan lap loan

Work Mode

On-site

Job Type

Full Time

Job Description

 

Relationship Manager (RM) focuses on 

acquiring new customers

 (individuals/builders), 

managing the entire loan cycle

, maintaining 

high customer satisfaction

, ensuring 

compliance

, and 

cross-selling

 other products, all while meeting sales targets and nurturing builder/DSA networks for a strong, quality loan portfolio. Key duties involve lead generation (market/referrals), needs assessment, product explanation, documentation, process guidance, and post-sales support.   
  Key Responsibilities

  • Sales & Acquisition:
    • Source new home loan business from open markets, networking, and builder/developer relationships.
    • Achieve individual and team sales targets for home loans (HL) and Loan Against Property (LAP).
    • Develop relationships with builders, connectors, and DSAs (Direct Selling Agents).

  • Customer Relationship Management:
    • Meet clients, understand their needs, and offer tailored home financing solutions.
    • Guide customers through the entire loan process (documentation, processing, approval).
    • Ensure high customer satisfaction (CSAT) through excellent service and timely communication.
    • Handle complaints, resolve issues, and manage early delinquencies.

  • Portfolio & Process Management:
    • Maintain high-quality loan books and ensure compliance with KYC/guidelines.
    • Ensure proper file completion and timely disbursement documentation.
    • Analyze performance, manage team productivity, and provide market feedback.

  • Product Expertise & Cross-Selling:
    • Clearly explain product features (ROI, fees, T&Cs).
    • Identify cross-selling opportunities (e.g., insurance, other financial products). 

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