Relationship Manager

2 weeks ago

Delhi, Delhi, India Keystone Kinetic Technologies Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Key Responsibilities

  • Identify and onboard new clients seeking home loan solutions via referrals, networking, and market outreach.
  • Build and nurture long-term relationships with clients to ensure repeat business and customer loyalty.
  • Conduct client meetings to assess financing needs and recommend suitable loan products.
  • Achieve individual and team sales targets by converting leads into successful loan applications.
  • Deliver tailored presentations and proposals based on clients' financial profiles.
  • Guide clients through the complete loan application process, including documentation, processing, and approval.
  • Collaborate with internal departments (credit, risk, operations) to ensure timely loan disbursement.
  • Stay updated on market trends, competitor offerings, and regulatory changes.
  • Maintain accurate records of client interactions and loan documentation.
  • Ensure compliance with company policies and regulatory standards.

Education & Experience

  • Bachelor's degree (Graduate) in any discipline is mandatory.
  • 2–5 years of experience in home loan sales, preferably through DSA or banking channels.
  • Proven track record of meeting or exceeding sales targets in financial services.

Qualifications & Skills

  • Education: Graduate (mandatory).
  • Experience: 2–3 years in Home Loans / LAP / Business Loans.
  • Strong knowledge of DSA & banking channels.
  • Excellent communication, negotiation, and relationship management skills.
  • Ability to work independently and achieve targets in a competitive environment.

Job Types: Full-time, Permanent

Pay: ₹25, ₹50,000.00 per month

Education:

  • Bachelor's (Required)

Experience:

  • Home Loan Sales/ Loan Against Property (LAP) : 2 years (Required)
  • Business Loan (BL) Product Knowledge: 2 years (Required)
  • Client Acquisition & Relationship Management: 2 years (Required)
  • DSA & Banking Channel Sales/ Sales Target Achievement: 2 years (Required)
  • Loan Documentation & Processing: 2 years (Required)
  • Regulatory Compliance Knowledge: 2 years (Required)
  • CRM or Loan Management System Proficiency: 2 years (Required)
  • Understanding of Market Trends & Competitor Analysis: 2 years (Required)
  • Team Collaboration (Credit, Risk, Operations): 2 years (Required)
  • Market Research & Lead Generation: 2 years (Required)

Language:

  • English (Required)

Work Location: In person

Speak with the employer

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