Customer Relationship Management

Job Title: Asst. Manager Corporate Relations

Department: CRM

Location: Hyderabad

Reporting To: Head Corporate Relations

Job Purpose:

To act as the liaison between customers, banks, and internal departments for all banking and financial processes including customer home loans, project loans, financial approvals, and legal registrations. This role ensures smooth coordination, documentation, and timely execution of all activities related to loans, project finances, and customer feedback.

Key Responsibilities:

• 1. Customer Home Loans:
• Guide customers in securing housing loans from various banks and NBFCs.
• Ensure complete and accurate documentation and coordination with loan officers.
• 1. Company Loans Against Mortgage:
• Work with banks for securing loans against company assets.
• Manage all documentation, negotiations, and disbursal tracking.
• 1. Interest Rate Negotiations:
• Regularly interact with banks to secure competitive interest rates for both customer and company loans.
• 1. Comparative Bank Statements:
• Prepare detailed financial comparison reports of multiple banks' loan offerings for internal decision-making.
• 1. Approvals from Directors:
• Prepare files/documents and obtain approvals from directors for registrations, agreements, and other financial matters.
• 1. Coordination with Sub-Registrar Office:
• Liaise with registration authorities to ensure smooth processing of sale deeds and related documents.
• 1. Arranging Meetings with Bankers:
• Schedule and coordinate meetings between management and banking partners.
• Prepare agendas and required documentation for discussions.
• 1. Customer Review Collection:
• Gather testimonials and feedback from customers post-loan disbursal or registration.
• Support marketing or operations team with compiled reviews.

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Key Skills & Competencies:

• Strong knowledge of banking and loan procedures
• Excellent negotiation and communication skills
• Relationship management with banks and customers
• Basic legal/regulatory understanding (especially in real estate or construction sector)
• Proficient in MS Office (Excel, Word, PowerPoint)
• Attention to detail and documentation accuracy
• Time management and multitasking abilities

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Educational Qualification:

• Bachelors Degree in Commerce, Finance, or Business Administration (MBA preferred)
• Banking or Loan Management Certification is a plus

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Experience Required:

• 58 years of experience in loan processing, banking coordination, or project finance in real estate, NBFCs, or financial consulting firms

KRA for Asst Manager Corporate Relations

Department : CRM

S. No. Key Responsibility Area (KRA) Key Activities / Deliverables Measurement Criteria / KPI

1 Customer Home Loans
• Coordinate with banks for customer loan processing
• Support customers with documentation
• Ensure timely disbursal of loans
• No. of loans processed
• Avg. disbursal TAT
• Customer satisfaction level

2 Company Loans Against Mortgage
• Liaison with banks/NBFCs for raising funds
• Ensure documentation & compliance
• Track progress
• Total funds raised
• Loan sanction timeline
• Accuracy in documentation

3 Interest Rate Negotiation with Bankers
• Gather current rates
• Negotiate better terms for loans
• Interest rate reduction achieved
• Improved loan terms vs previous deals

4 Project Approvals
• Submit and track project approval requests from banks
• No. of projects approved
• Time taken for approval
• Compliance status

5 Project Finances
• Monitor inflow/outflow of project funds
• Assist finance team in fund planning
• Budget vs Actual tracking
• Timely fund allocation
• Variance reports

6 Preparation of Bank Comparison Statements
• Prepare and present comparative loan offers from multiple banks
• No. of comparison statements
• Quality of presentation & insights

7 Obtaining Approvals from Directors
• Prepare documents for director approval
• Ensure timely sign-off
• TAT for approvals
• Completeness and correctness of documents

8 Identifying New Vendors for Loans
• Explore & onboard new banks/NBFCs
• Build new vendor relationships
• No. of new vendors added
• Vendor performance metrics

9 Project APFs (Approved Project Financials)
• Coordinate with banks for obtaining APFs
• Ensure compliance with bank documentation
• No. of APFs obtained
• Bank approval TAT

10 Coordination with Sub-Registrar Office
• Arrange slots & documents
• Ensure smooth execution of registrations
• No. of registrations handled
• Issue resolution time

11 Arranging Meetings with Bankers
• Schedule meetings with relevant bankers
• Ensure agenda and materials are ready
• No. of productive meetings held
• Follow-up completion rate

12 Obtaining Reviews from Customers
• Collect testimonials and feedback post-registration or disbursal
• No. of reviews collected
• Quality and usefulness of feedback