The Relationship Manager is responsible for building and maintaining relationships with clients, providing financial advice, and ensuring client satisfaction. They act as the primary point of contact for clients, understanding their financial goals and offering tailored solutions.
Job Description :
Position Title- Relationship Officers
Vertical- Retail Assets
Business- Home Loans/ Loan Against Property
Department- Sales
Functional Competencies- Selling Skills, Negotiation Skills, Communication Skills
Employee Value Proposition/ Benefits- Industry Best Incentive, Monthly Conveyance, Career Progression, Mediclaim, Group Term life insurance, WE Care etc.
Financial Responsibilities
Generate Home Loan Leads from open market and through different channels
Develop and Maintain relationship with clients/ builders/ Contractor for repeat business andreferrals
Implement and Develop Sales activities to achieve target
Arrange Loan Events- Organize events/ activities for lead generation
Handle Product queries and Service issues
Ensure the achievement of given business targets
Comfortable with travel, doing visits and verification for business and portfolio with teamor
alone on daily basis as required for business in area assigned to the candidate
Meeting Clients, Verify Documents, Process file, Co-ordinate with Sanction/ Disbursement of
loan, Relationship Management with Client. Non- Financial Responsibilities and Compliance Responsibilities
Doing the clear and honest deal with intact integrity, should not be involve in any kind of
direct/ indirect interest in the transaction
Maintaining good and decent behaviour while dealing with the customer. Maintaining synergy with Cross- Functional team
Taking responsibility of confidentiality of information gathered from clients, not to share anyinformation with competition
Taking responsibility of confidentiality of Company information
Safeguard of company assets provided for serving job responsibilities
