Relationship Manager

Job Overview

This role focuses on achieving monthly targets for Home Loan and Loan Against Property (LAP) disbursements by managing the entire loan lifecycle and developing valuable market relationships.

Key Responsibilities

• Meet monthly loan disbursement goals for Home Loans and LAP products.
• Source potential clients by making calls, conducting field visits, and engaging in market-related activities.
• Establish and activate partnerships with Direct Selling Agents (DSAs), connectors, builders, and real estate agents.
• Manage customer interactions from loan application initiation through to final disbursement.
• Promote and cross-sell additional financial products such as insurance, balance transfers, and top-up loans.
• Ensure thorough compliance with KYC requirements, documentation processes, CRM updates, and standard operating procedures.
• Maintain records of daily and weekly sales performances as well as activity metrics.
• Monitor competitive market offerings and sustain strong relationships with customers and sales channels.
• Engage actively in ongoing training and performance improvement initiatives.