Relationship Manager

4 weeks ago

Madurai Karur Trichy, India Sun Life Full time
Job Description

- Develop the mortgage lending business at the ground level by acquiring new clients and gaining repeat business and references from existing clients
- Carry out regular meetings and sales calls with prospective clients from the real estate sector on a daily basis to source business
- Ensure acquisition of the right profile of customers by sourcing customers based on relevant surrogates as per the segmentation norms
- Provide inputs to the regional head on competitor activity and new market developments in the local area
- Undertake cross-selling and up-selling of various financial services products and loans to increase fee and other income
- Actively participate in initiatives and contests driven by Business Development teams
- Conduct meetings with real estate agents, home builders, real estate developers, attorneys, professional organizations, bankers, direct sales associate, channel partners etc in the real estate sector in the designated area of operations to source new business opportunities
- Ensure on-boarding of the DSAs, DSTs, Brokers and other channel partners
- Ensure timely payouts and resolution of queries raised by channel partners
- Retain and manage existing client relationships through faster TAT & effective client servicing
- Periodically review client requirements and monitor the relationship from initiation to closure; provide necessary feedback to the head office
- Ensure that client promises are kept and their grievances are adequately addressed and escalated to senior management where necessary
- Follow the standardized sales process and documentation norms for quick and compliant closure of clients requests
- Ensure compliance with all critical procedures and processes, both internally as well as externally (regulatory) defined
- Ensure the collection and submission of accurate documentation required for credit analysis
- Coordinate with the credit risk team for pre- and post-sanction activities such as execution of documentation and sanction of loan proposals
- Coordinate with the operations team for pre- and post-sanction activities such as disbursements and handling of deviations during the credit life cycle
- Ensure compliance with the risk and credit lending norms in referring loans for new customers and extending loans for current customers; monitor and support the collections team in recovery of NPAs
- Coordinate with market intermediaries like banks and distributors for smooth operations
- Send detailed periodic activity and sales reports to the reporting manager, ensuring updation of MIS databases related to case status and issues
- Monitor PDDs and subsequent collection and submission to the risk or operations teams
- Undertake Approved Project Funding (APF) and Approved Disbursement Funding (ADF) activities for faster and smoother penetration in the segment, monitor such projects for progress, sales and other relevant
- Monitor the status of non-starter cases and coordinate subsequent efforts for the recovery of the dues
- Closely monitor delinquent cases and take all necessary steps to achieve collection of dues

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