RM- Samruddhi Loans (HL & LAP)

Relationship Manager - Samruddhi Loan (Home Loans & LAP)

Job Summary:

The Relationship Manager for Samruddhi Loan will focus on sourcing Home Loans and Loan Against Property (LAP) through open and direct market strategies. This role is vital in driving customer acquisition, fostering client relationships, and ensuring a seamless loan process while contributing to the organization's growth and success.

Key Responsibilities:

• Identify and engage potential clients through various sourcing channels, including open and direct market outreach.
• Conduct thorough needs assessments and provide tailored loan solutions to meet customer financial goals.
• Develop and maintain strong relationships with clients to enhance customer satisfaction and loyalty.
• Collaborate with credit and operations teams to facilitate a smooth loan processing experience for clients.
• Monitor market trends and competitor offerings to devise competitive strategies for loan products.
• Achieve or exceed sales targets and performance metrics set by the management.
• Maintain accurate records of sales activities, client interactions, and onboarding processes in the CRM system.

Requirements:

• Bachelor’s degree 
• Minimum 2 years of experience in sales or relationship management, particularly in the banking or financial services industry.
• Strong knowledge of Home Loans and Loan Against Property products and policies.
• Excellent communication, negotiation, and interpersonal skills to build effective client relationships.