Financial Services Relationship Manager

15 hours ago


Bhubaneshwar, Odisha, India beBeeLoan Full time ₹ 5,00,000 - ₹ 10,00,000
Acquiring Customers and Building Strong Relationships

The Relationship Officer plays a vital role in securing new business opportunities for Loan Against Property (LAP) and fostering strong, lasting connections with existing clients.

Key Responsibilities:
  • Identify and source potential customers interested in Loan Against Property through various channels
  • Assess customer needs and explain LAP product features, benefits, eligibility, and documentation requirements
  • Achieve monthly and quarterly LAP disbursal targets
  • Coordinate with credit, operations, and legal teams for smooth loan processing and disbursal
  • Ensure compliance with internal policies, RBI guidelines, and documentation standards
  • Regularly follow up with customers for queries, renewals, or additional funding needs
Essential Skills & Qualifications:
  • Strong knowledge of LAP products and market trends
  • Excellent communication, negotiation, and relationship-building skills
  • Ability to manage fieldwork and independently close deals
  • Familiarity with credit underwriting processes and legal documentation

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