Relationship Manager-Loan Against Property

Roles and Responsibilities

Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs

Sales Budget and Plan, COA, Customer Retention, Recruitment & Product Training

Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives etc.

Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship.

Build new relationships with builder community basis projects and expansion plans.

Developed strategic plans rolled out to business and built revenue streams with various product mix

Portfolio management, PDD management, collection, Customer service, Vendor Management

Guide the customer towards applying for Home Loan and explain the product features in terms of ROI, Processing Fees, Terms and conditions very clearly.

Ensure adherence to KYC documents as per the guidelines of the company. Ensure proper completion of the files within timeline as per the company checklist

Ensure proper closure of disbursement documentation within the timeline.

Attend customer calls and properly attend to their requests for ensure high customer satisfaction. Communicate the reasons for rejection to the customer.

Job Duties & responsibilities

Required Experience

Core Competencies

Technical Competencies

Work Relationship