Relationship Manager

3 days ago

Ahmedabad, India Weekday AI Full time

This role is for one of Weekday’s clients
Min Experience: 1 years
Location: Ahmedabad
JobType: full-time

Requirements

We are seeking a dynamic and customer-focused Relationship Manager (RM) with experience in Mortgage Loans and Loan Against Property (LAP). The ideal candidate should possess a strong understanding of retail lending products, customer acquisition, and relationship management. This role is pivotal in driving loan sales, managing customer relationships, and ensuring a seamless borrowing experience.

The Relationship Manager will be responsible for sourcing new clients, maintaining long-term relationships with customers, and collaborating with internal teams to deliver customized mortgage and LAP solutions. This is an excellent opportunity for professionals passionate about financial services, sales, and client servicing.

Key Responsibilities
  • Client Acquisition & Business Development
    • Source and acquire new customers for Mortgage Loans and Loan Against Property through cold calling, referrals, and market visits.
    • Build strong networks with real estate agents, builders, chartered accountants, and other referral partners.
    • Achieve monthly and quarterly loan disbursal targets.
  • Relationship Management
    • Develop and maintain strong, long-term relationships with clients to ensure repeat business and referrals.
    • Serve as the primary point of contact for customers, providing personalized financial solutions.
    • Ensure high levels of customer satisfaction by addressing queries, resolving issues, and providing timely support.
  • Loan Processing & Documentation
    • Guide customers through the end-to-end process of mortgage loans and LAP.
    • Collect, verify, and review customer documents to ensure compliance with credit and risk policies.
    • Coordinate with credit, operations, and legal teams for loan approvals and disbursements.
  • Market Research & Analysis
    • Stay updated with market trends, competitor offerings, and regulatory changes in the mortgage and LAP space.
    • Provide insights to management on customer needs, market opportunities, and product enhancements.
    • Identify cross-selling opportunities for other financial products.
  • Compliance & Risk Management
    • Adhere to internal policies, credit guidelines, and compliance standards.
    • Ensure accurate customer profiling, risk assessment, and documentation.
    • Maintain transparency and ethical practices in all customer interactions.
Required Skills & Qualifications
  • 1+ years of experience in financial services, preferably in Mortgage Loans, Loan Against Property, or Retail Banking.
  • Strong knowledge of mortgage products, LAP processes, and credit policies.
  • Excellent communication, negotiation, and relationship-building skills.
  • Ability to understand customer requirements and offer tailored financial solutions.
  • Proven track record of achieving sales targets in a competitive environment.
  • Strong problem-solving ability and attention to detail.
  • Proficiency in MS Office and familiarity with CRM/loan management systems.
  • Bachelor’s degree in Business, Finance, or related field. MBA/PGDM preferred but not mandatory.

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