Relationship Manager - Retail Mortgages

Equitas Small Finance Bank

3 - 7 years

4 - 8 Lacs

Karnal

Posted:1 week ago| Platform:

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Skills Required

Sales Negotiation Retail Customer Service Retail Mortgages BFSI Relationship Management CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3-7 years of experience and be based in Equitas Small Finance Bank.

Roles and Responsibility

Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions.
Conduct thorough analysis of client financial situations to determine the best course of action.
Collaborate with internal teams to ensure seamless execution of mortgage applications and disbursements.
Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
Stay up-to-date with industry trends and competitor activity to identify new business opportunities.
Maintain accurate records of client interactions, transactions, and portfolio performance.

Job Requirements

Proven experience in relationship management within the BFSI sector, preferably in retail mortgages.
Strong knowledge of mortgage products, including features, benefits, and risks.
Excellent communication, interpersonal, and negotiation skills.
Ability to work effectively in a fast-paced environment and meet sales targets.
Proficiency in using CRM software and other relevant tools.
Strong analytical and problem-solving skills with attention to detail.

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