Relationship Manager

Skillventory

1 - 6 years

1 - 3 Lacs

jalandhar chandigarh

Posted:2 weeks ago| Platform:

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Skills Required

housing finance loan against property housing loan hl home loans mortgage mortgage loans lap affordable housing home finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key roles and responsibilities

Client acquisition and relationship management

Source new business:
Find and attract new customers for home loans and loans against property. This can be through direct outreach, field visits, or by working with Direct Selling Agents (DSAs).
Build and maintain relationships:
Develop strong, long-term relationships with clients by understanding their financial needs and offering suitable loan products.
Network with partners:
Liaise with DSAs, builders, and other connectors to expand the bank's network and increase business.

Loan processing and evaluation

Understand customer needs:
Conduct meetings with clients to assess their home loan and LAP requirements.
Facilitate the application process:
Guide customers through every step of the loan application, ensuring a smooth and hassle-free experience.
Conduct due diligence:
Perform thorough due diligence and financial analysis for each loan application to assess the applicant's creditworthiness.
Coordinate with internal teams:
Work with various departments within the bank to ensure timely loan processing and disbursement

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