Relationship Executive Home Loan

5 days ago

Surat, Gujarat, India UBI Services Ltd Full time

Company Description

UBI Services Limited (UBISL) is a wholly owned subsidiary of Union Bank of India, with its registered office in Mumbai. Established in 1999, the company initially served as a Primary Dealer in Government Securities and Treasury Bills. Currently, UBISL is involved in institutional broking, mutual fund distribution, and trading/investment in various financial instruments. As part of its expansion, UBISL now provides doorstep services to clients for housing and vehicle loans as a distribution arm of Union Bank of India. The company offers comprehensive financial solutions, including free consultations on property and car searches and loan arrangement assistance.

Role Description

The Relationship Executive - Home Loan role is a full-time, on-site position located in Surat. The individual will be responsible for engaging with prospective customers to promote home loan products, providing property-related consultations, and guiding clients through the loan process. The role involves building and maintaining strong client relationships, resolving inquiries, and achieving sales targets. Additionally, the Relationship Executive will collaborate closely with the internal team to ensure smooth loan processing.

Qualifications

  • Proficiency in client relationship management and communication skills
  • Basic understanding of housing loans, financial services, and property-related processes
  • Ability to work independently and achieve sales targets
  • Organizational and time-management skills to handle multiple client interactions
  • Bachelor's degree in Finance, Business Administration, or a related field is preferred
  • Prior experience in sales or financial services is an advantage

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