Relationship Manager

0 years

3 Lacs

Posted:10 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Part Time

Job Description

The Relationship Manager is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing them with appropriate financial solutions. They act as a primary point of contact for clients, ensuring excellent customer service and satisfaction.

Role & responsibilities

  • Source affordable housing loan prospects through direct channels, connectors, and field visits.
  • Understand customer needs and recommend suitable loan products.
  • Conduct preliminary credit assessment and collect required documentation.
  • Coordinate with credit, operations, and legal teams for file processing.
  • Ensure timely login, follow-up, and disbursement of home loan applications.
  • Maintain strong relationships with customers, builders, and channel partners.
  • Achieve monthly targets for sourcing and disbursement.
  • Handle customer queries and provide excellent post-disbursement support.

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