
Mortgage Client Specialist
5 days ago
As a seasoned professional in Retail Mortgage, you will be responsible for fostering and maintaining strong client relationships, identifying new business opportunities, conducting site visits to assess client needs, developing strategies to increase sales revenue from retail mortgages, collaborating with internal teams to resolve customer queries, and maintaining accurate records of client interactions.
Key Requirements
- Strong knowledge of retail mortgage products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Proficiency in using technology platforms for efficient workflow management.
- Strong analytical and problem-solving skills to address client concerns.
- Experience working with diverse client groups and building long-term relationships.
Job Description
We are looking for an experienced relationship manager to join our team. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. You will be responsible for managing relationships with existing clients, identifying new business opportunities, and developing strategies to increase sales revenue from retail mortgages.
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