Relationship Manager

1 week ago


New Delhi, India Mansi Tewari Full time

seeking a highly motivated and skilled Relationship Manager for our Home Loans division. In this pivotal role, you will be the primary point of contact for our clients, responsible for building and nurturing strong long-term relationships. Your expertise will be crucial in guiding customers through the home loan process, from initial inquiries to closing. With a customer-centric approach, you'll gather essential information to assess client needs, provide tailored loan options, and ensure seamless transactions. You'll collaborate closely with various stakeholders including underwriters and real estate agents to deliver the best possible solutions to our clients. Your success will contribute to our overall growth, as you actively seek new business opportunities while maintaining a strong focus on customer satisfaction. Our ideal candidate is not only well-versed in home loan products but also possesses exceptional interpersonal skills, allowing them to translate complex financial information into straightforward advice. This position is an exciting opportunity to leverage your industry knowledge while playing a vital role in helping clients achieve their dream of owning a home.

Responsibilities
  • Serve as the primary point of contact for clients applying for home loans.
  • Build and maintain strong customer relationships through effective communication.
  • Assess client needs and advise on suitable loan products and options.
  • Guide customers through the entire home loan application process, providing support and updates.
  • Collaborate with underwriters, brokers, and real estate agents to facilitate a smooth transaction.
  • Conduct regular follow-ups with clients to ensure satisfaction and gather feedback.
  • Identify potential leads and generate new business opportunities through networking and referrals.

Requirements

  • Bachelor’s degree in finance, business administration, or a related field.
  • Proven experience in relationship management, preferably in the home loan sector.
  • Strong understanding of home loan products and the mortgage process.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to prioritize tasks and manage multiple clients effectively.
  • Results-driven with a strong focus on customer service and satisfaction.
  • Familiarity with financial software and CRM systems.

Benefits

High Customer service and Customer-conversion Orientation; High initiative 2. Excellent Selling and Persuasion skills with confidence to engage customers. 3. Good Communication skills. 4. Language - English , Regional Language and Hindi desirable 5. Computer literate – Word / Excel / e-mail / Web based system 6. Pleasant & well-groomed personality. 8 Experience  Minimum 1 years of experience in selling loan preferably Home Loan.  Must be earning Incentive in the current organization  Preferably from BFSI/NBFC

Age &Social Profile 21 -30 years


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