Relationship Manager - HF-HOUSING FINANCE-Sales

India·DelhiOn-sitemid

OtherRelationship Manager

0 views0 saves0 applied

Key Responsibilities

- Acquire HL customers through DSA channels while adhering to internal policies and external regulatory guidelines.

Technical Tools

OtherRelationship Manager

~1 min read

→Business Sourcing: - Acquire HL customers through DSA channels while adhering to internal policies and external regulatory guidelines. - Identify and onboard high-potential DSAs and maintain strong working relationships.
→Sales & Target Achievement: - Meet or exceed assigned monthly and quarterly disbursement and fee income targets. - Monitor and drive business volumes in a competitive market, maintaining a healthy pipeline.
→Credit & Risk Coordination: - Liaise with credit and operations teams to ensure smooth file processing and disbursal. - Perform initial screening of customer financials and property documents before file submission.
→Market Intelligence & Relationship Management: - Track competitor offerings, pricing, and market dynamics. - Maintain strong relationships with DSAs, customers, and internal stakeholders.
→Compliance & Documentation: - Ensure thorough KYC, property valuation, and legal documentation as per company standards. - Adhere to audit requirements, regulatory norms, and internal processes.

~1 min read

A bachelor's degree in finance, business administration, or a related field is preferred.
2-8 years of experience in relationship management, preferably in the financial services industry.
Strong knowledge of Home Loan (HL) products and the Indian mortgage market.
Excellent interpersonal and communication skills, with a client-centric approach.
Ability to build trust and rapport with clients, offering tailored financial solutions.
Proficiency in MS Office and familiarity with CRM systems for efficient relationship management.
Analytical skills to interpret financial data and offer suitable loan recommendations.
Self-motivated and results-driven, with a track record of achieving sales targets.
Strong work ethic, with the ability to work independently and as part of a team.
Willingness to stay updated on industry trends and regulatory changes.