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Mortgage Relationship Manager

3 weeks ago

Mohali Sangrur, India beBeeMortgage Full time

Job Title: Mortgage Relationship Manager

About the Role

We are seeking a driven professional to manage existing client relationships in the mortgage sector. This role focuses on ensuring timely EMI payments and minimizing defaults, while actively identifying new business opportunities.

Key Responsibilities
  • Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults.
  • Collaboration and Communication: Collaborate with internal teams to resolve client queries and issues promptly.
  • Record Keeping: Maintain accurate records of client interactions and transactions.
  • Business Development & Sales: Identify new business opportunities through networking and referrals to expand the client base.
  • Sales Growth: Develop and implement strategies to increase sales revenue from retail mortgages.
  • Property Assessment: Conduct site visits to assess client properties for mortgage purposes.
Required Skills and Qualifications

To succeed in this role, you will need:

  • Retail Mortgage Products Knowledge: Strong understanding of retail mortgage products and services.
  • Communication Skills: Excellent communication and interpersonal skills for building strong client relationships.
  • Independence and Teamwork: Ability to work independently and as part of a team to achieve sales targets.
  • Technical Proficiency: Proficiency in using technology platforms for efficient workflow management.
  • Analytical Skills: Strong analytical and problem-solving skills to address client concerns.
  • Adaptability: Adaptability to changing market conditions and regulatory requirements.