Relationship Manager

1 week ago

maharashtra, India Impetus Career Consultants Full time

Role: Relationship Manager -Home Loan

Location: Kurla West -Mumbai




Key Responsibilities:

  • Portfolio Management & Growth:
  • Maintain and grow an existing customer base; identify and acquire new clients.
  • Cross‑sell/upsell home loan products, housing improvement loans, plot finance etc.
  • Customer Relationship & Servicing:
  • Build strong relationships with customers to understand their housing finance needs.
  • Interface with customers to collect necessary documentation, conduct financial assessment, assist in loan application process.
  • Ensure excellent service delivery: respond to customer inquiries, resolve issues, and follow up for smooth loan processing and disbursal.
  • Business Development:
  • Generate leads via field visits, local market mapping, channel partners, real estate agents, DSAs (Direct Selling Agents).
  • Conduct regular field visits to meet prospective customers and understand local demand.
  • Target Achievement:
  • Achieve individual and team sales targets (monthly, quarterly).
  • Monitor and manage key performance indicators (KPIs) such as lead‑to‑loan conversion, application disbursal velocity, collection efficiency etc.
  • Coordination & Compliance:
  • Liaise with in‑house Credit, Legal, Technical, and Operations teams to ensure documentation, valuation, and legal checks are done timely.
  • Ensure compliance with KYC / regulatory norms, company policies, and internal audit requirements.

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