Relationship Manager/Relationship officer-HL/LAP

1 week ago

Coimbatore, Tamil Nadu, India Motilal Oswal Full time ₹ 2,20,000 - ₹ 3,00,000 per year

Title

Department

Level Executive/Sr Executive

Location

SECTION 4: DO: KEY ACTIVITIES

Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.

Sales

Regional Locations

Dotted line/any other reporting

Number of people supervised

Media

RO/RM

Critical Routine

Coordination with BSM and Sourcing proper files.

NA

JOB DESCRIPTION TEMPLATE

SECTION 1: BASIC INFORMATION

SECTION 2: PURPOSE OF ROLE

Responsible for achievemnent of sales target through various channels of business including direct relationships

In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the

overall summary is required

Area of operation

Direct reporting

Branch Location

Branch Sales Manager

NA

Getting file ready for sanction

Maintaining relationship with Connectors, builders and customers

Ensure 100% compliance with company policies, procedures and guidelines and with

provision of all legislation and local governance requirement.

Collecting KYC documents, NOI and required documents of Customers getting file ready and

ensuring all the other required formalities are done.

Coordinating with Credit, Legal and Technical team for completing formalities

Doing Marketing activities and promotional campaign for generating leads

Domain Knowledge

Basic knowledge of MS Office

SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS

Rank (Rank all KRA's in the

order of their importance, with

KRA 1 being the most important)

Performance

Indicator

Additional Certifications/Trainings (desirable)

SECTION 8: COMPETENCIES

In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction.

IT Skills

Minimum 6 Months experience in sales of HL/LAP.

Undergraduate/Graduate

Understanding the Home Loan market, Knowledge about regulatory aspect of home loan.

Prior Experience

Educational Qualifications

Behavioural Technical

In this section, please indicate the key behavioural and technical attributes required to perform the job

Leadership Product Knowledge

Local Area Knowledge

Knowledge on KYC Documents

Interpersonal/ relationship management skills

Aggression

People Management

Customer orientation

Assertion

SECTION 4: DO: KEY ACTIVITIES

Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.

Job Types: Full-time, Permanent

Pay: ₹22, ₹30,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Do you have 2 Wheeler?

  • Do you have LAP/HL Experience?

Work Location: In person

Speak with the employer

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