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9197 Relationship Manager Jobs - Page 41

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1.0 - 6.0 years

1 - 4 Lacs

Hyderabad, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Ongole, Andhra Pradesh, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Karimnagar, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Kadapa, Andhra Pradesh, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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1.0 - 6.0 years

1 - 4 Lacs

Hyderabad, Telangana, India

On-site

Job description Locations: Hyderabad, Sangareddy Role & responsibilities Handle product of Mortgage (Loan Against Property) Loan. Generate lead from direct market, connector and referrals. Marketing of current and new products of secure lending Aggressive Sales call plans to acquire large prospective customers through referrals Preferred candidate profile Knowledge in banking/NBFC domain is preferred. Candidates must be preferably localities. Good Communication Skills

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4.0 - 6.0 years

4 - 5 Lacs

Noida, Uttar Pradesh, India

On-site

Job Summary: We are looking for a dynamic and customer-focused Relationship Manager Credit Cards to drive the acquisition, retention, and growth of credit card customers. The ideal candidate will be responsible for managing relationships, driving card sales, enhancing customer experience, and ensuring portfolio quality. Key Responsibilities: Identify and acquire new customers for credit card products through field visits, referrals, leads, and cross-selling. Maintain and grow relationships with existing credit card customers to ensure usage, retention, and customer satisfaction. Explain product features, benefits, and eligibility criteria clearly and confidently to customers. Achieve monthly sales targets for card issuance and usage. Collaborate with internal teams like operations, risk, and customer service to ensure smooth onboarding and servicing. Monitor credit card usage behavior and suggest upgrades or value-added services. Address customer complaints, queries, and provide timely resolution. Ensure compliance with KYC norms, credit policies, and company guidelines. Maintain accurate records of customer interactions, applications, and follow-ups in CRM systems. Qualifications & Skills: Essential: Bachelor's degree in any field (preferably business, finance, or marketing). 13 years of experience in credit card sales or banking/financial services. Excellent communication, negotiation, and interpersonal skills. Customer-centric mindset with strong persuasion skills. Knowledge of credit card features, billing cycles, and regulatory guidelines. Desirable: Experience with HNI/UHNI clientele or co-branded cards. Familiarity with digital sales tools or lead management systems. Local language proficiency is a plus. Performance Metrics: Monthly credit card acquisition numbers. Activation and usage rates. Customer satisfaction scores (CSAT/NPS). Cross-sell and up-sell performance. TAT adherence and process compliance.

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3.0 - 7.0 years

0 Lacs

kochi, kerala

On-site

The primary objective of the role is to promote Progno products to New-to-Firm clients and crossdefine to existing clients for conversion, thereby contributing to User database generation & Topline fee growth. Your responsibilities will include client co-ordination, follow up with clients for target achievements, making outbound calls and mails to prospective customers, managing the entire Customer Care Team & all accounts given to you, and identifying areas for improvement and scope projects. You will be required to review the performance of the KPIs on a near term basis, manage financials of relationships, ensure engagement of channels and channel employees around business objectives & results, and develop & implement initiatives to motivate & retain high-performing talent. You should possess a confident and friendly telephone manner, ability to learn quickly by doing, accurate data inputting skills, excellent time management skills, and be a practical decision-maker with basic knowledge of finance & marketing. Smart individuals with sales skills, who can work with minimal supervision and under pressure, are preferred. Excellent verbal and written communication skills in Malayalam, English, and Hindi are essential. Proficiency in MS Excel, preferably with prior experience in Banking, Finance, or Third-Party Distribution Life Insurance sales, along with analytical skills in business planning and cost management is required. The ideal candidate should be a Graduate, Postgraduate, preferably MBA in Finance & Marketing, with a minimum of 3-6 years of experience in the SME Business function (Bank and NBFCs) with a degree/PG in finance, accounting, or another related field. Language skills in English/Hindi are mandatory, and regional language skills will be an added advantage. The shift for this role is in the morning from 9.30 am to 7.00 pm, and the location is Cochin, Kerala. If you meet the requirements mentioned above and are interested in this opportunity, please send your latest resume to hr@progno.co.in. Additionally, if you know someone who would be a perfect fit for this role, please encourage them to apply.,

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0 years

0 Lacs

Rohtak, Haryana, India

On-site

This job is provided by apna.co To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre- and post-sales support and services to the relationship as well as to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

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0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

Job Description This job is provided by apna.co Job Description: We are hiring confident and career-focused female candidates for the role of Life Planning Officer. This is a unique opportunity offering fulltime job on company rolewith full-time income. Ideal for women looking to build a professional career with work-life balance. Key Responsibilities Understand clients' life goals and recommend suitable financial or insurance plans. Build and maintain strong relationships with clients through regular follow-up. Provide guidance on life planning, financial security, and goal-based investments. Conduct meetings (online or offline) with individuals or families to explain product benefits. Maintain client records and report daily activities to the team leader or manager. Participate in training programs for product knowledge and communication skills. Requirements Female candidates only. Minimum education: 12th pass or graduate. Good communication and presentation skills. Interest in financial planning, insurance, or client servicing. Basic computer knowledge (Excel, email, etc.). Freshers are welcome; training will be provided. Benefits Full time work, full-time income, company pay role Fixed salary + PF +Health facility,attractive incentives Flexible working hours (ideal for homemakers, students, or return-to-work professionals) Career growth opportunities in financial services Free training and certification support

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1.0 years

0 Lacs

Udaipur, Rajasthan, India

On-site

This job is provided by apna.co Designation : Relationship Manager Meet customers and explain different life insurance plans Suggest the right plan based on their family and financial needs Work on leads or do field visits to find new customers Achieve sales targets and earn incentives Candidate Profile Any Graduate required Min. 1 year exp. in Insurance / Life Insurance Sales Age : 21 to 32 Yrs. Good Communication Skills

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1.0 - 31.0 years

3 - 5 Lacs

Ahmedabad

On-site

Job Purpose: To make powerful and successful sales presentations in different settings To keep abreast with the organization's products and services To crack profitable deals and referrals to achieve sales targets. Job Responsibilities: 1. Achieve stretched targets in a result-focused environment. 2. Prepare pre-sales proposals for prospective clients. 3. Deliver inspiring sales presentations to convert prospects to successful sales. 4. Handle objections and resolve member/ customer conflicts by constantly connecting with them through member meetings. 5. Identify potential customers and new business opportunities. 6. Build and maintain strong client relationships and a high level of customer service. 7. Keep updated on new products and services. 8. Provide necessary support in booking first-time holidays for new members and generate quality referrals from them. Candidate Specification: Strong field sales experience (ready to work 6 days a week) Strong result orientation and execution excellence High energy and passion High customer centricity Experience in direct selling Qualification: Graduate and above

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0.0 - 31.0 years

2 - 3 Lacs

Kaikondrahalli, Bengaluru/Bangalore

On-site

Job Title: Relationship Manager Location: Kaikondrahalli, Bangalore Type: Full-Time | Work from Office Work Days: 6 days/week (Week off on weekdays) Shift: Day shift (9-hour login between 8 AM - 10 PM) About Company: NoBroker.com is the world’s largest C2C real estate platform with over 85 lakh users, backed by top global investors. Headquartered in Bangalore with a 4000+ member team. Responsibilities: Manage relationships with paid customers Assist customers in finding tenants/houses Handle inbound/outbound calls Upsell/cross-sell services Ensure customer satisfaction through timely support and follow-up Maintain communication protocols and provide regular updates Qualification: Any UG degree (e.g., BBA, B.Tech, BA) Excellent communication skills (English + Hindi/South Indian language) Good interpersonal, analytical & decision-making skills Proficient in MS Office Perks and Benefits: ₹1 lakh annual health insurance (company-paid) Free lunch & snacks Monthly rewards & recognition Promotions every 6 months (up to 4 times/year based on performance) Fast-track growth – potential to become Unit Head in 3 months Team parties & annual outings About Training: Initial training provided to understand tools and processes.

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0.0 - 31.0 years

2 - 3 Lacs

Bengaluru/Bangalore

On-site

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0.0 - 31.0 years

1 - 3 Lacs

Chennai

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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0.0 - 31.0 years

1 - 3 Lacs

Thullur, Guntur

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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1.0 - 31.0 years

1 - 5 Lacs

Guntur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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1.0 - 31.0 years

1 - 5 Lacs

Jaipur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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0.0 - 31.0 years

1 - 3 Lacs

Lucknow

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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0.0 - 31.0 years

1 - 3 Lacs

Kalyan

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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0.0 - 31.0 years

1 - 3 Lacs

Thane

On-site

🔹 Job Title: Relationship Manager - is responsible for acquiring and managing customers for Home Loan (HL) and Loan Against Property (LAP) products in the retail sector. This role involves building strong relationships with clients, sourcing new customers, and guiding them through the loan application and approval process. The officer will be expected to meet sales targets, ensure compliance with industry regulations, and provide exceptional service to all customers. 🔹 Experience: Min 6 months to 2 Years 🔹 Employment Type: Full-time - Field Job Job Responsibilities:- * Responsible for ensuring the achievement of sales targets (LAP) * Responsible for generating prospective sales lead * Responsible for generating direct lead (No DSA sourcing, only direct) * Responsible for making cold calls & generating leads from database * Coordinating with underwriting team for processing of application. * The candidate should have a minimum experience of 6 months of Banking/Finance industry/DSAs. * The candidate must have experience of LAP product of at least 6-7 months. * Should have experience of similar loan products i.e., home loan, mortgage, PL, secured, etc. * Only male candidates are preferred. * The candidate should be an experienced one with no gap. * If candidates are handling PL product, then they should be handling high ticket size. Work: Desired Candidates profile: * Thorough understanding of Secured loan, Lap. * The candidate should have a minimum experience of 6 months. * The candidate should have ability to handle sales call independently. * The candidate must have experience into cold calling * The candidate must have good Interpersonal Skills and Personality. * Ability to effectively Understand & communicate the product. * Good interpersonal, relationship management, customer service, and rapport building skills. * Ability to prioritize, multi-task, delegate, and proactively resolve problems * Good knowledge of local language

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0.0 - 31.0 years

1 - 3 Lacs

Jui Nagar, Navi Mumbai

On-site

•Provide service packages to clients •Should be involved in the process of providing packages, mainly for their clients •Communicate with clients regularly and guide and advise clients to work with us •Revenue Generation should be priority

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0.0 - 31.0 years

2 - 5 Lacs

Nagpur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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0.0 - 31.0 years

2 - 5 Lacs

Nagpur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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0.0 - 31.0 years

2 - 5 Lacs

Nagpur

On-site

Title RO/RM Area of operation Branch Location Department Sales Direct reporting Branch Sales Manager Level Executive/Sr Executive Dotted line/any other reporting NA Location Regional Locations Number of people supervised NA SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for achievemnent of sales target through various channels of business including direct relationships Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA Performance Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Undergraduate/Graduate Additional Certifications/Trainings (desirable) Prior Experience Minimum 6 Months experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills Basic knowledge of MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Local Area Knowledge Aggression Knowledge on KYC Documents People Management Customer orientation Interpersonal/ relationship management skills

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0.0 - 31.0 years

1 - 3 Lacs

Work From Home

Remote

🔹 Responsibilities: Build and maintain strong relationships with clients and partners Coordinate with internal teams to ensure smooth operations Manage follow-ups, resolve queries, and ensure client satisfaction 🔹 Requirements: Strong communication & interpersonal skills Self-motivated and comfortable working remotely Basic computer knowledge and internet access Basic English 💰 Stipend & Salary: Internship Stipend: 10,000 per month Permanent Salary: 15,000 per month (post-confirmation) If you are proactive, reliable, and passionate about building relationships, apply now and be part of our growing team!

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