Relationship Officer / Relationship Manager

Role & responsibilities

Key Responsibilities

• Lead Generation & Business Sourcing:

  Identify and develop home loan leads through builders, real estate brokers, chartered accountants, DSAs, and other channel partners caprihomeloans.com+6in.joblum.com+6simplyhired.co.in+6

• Target Achievement:

  Consistently meet monthly/quarterly disbursement goals for home loans/LAP in.joblum.com+1simplyhired.co.in+1

• Channel Management:

  Build and maintain relationships with external partners, ensuring a steady pipeline in.joblum.com

• Customer Engagement:

• Understand customer requirements, explain product offerings
  
• Assist with eligibility calculations for salaried and selfemployed borrowers
  
• Guide clients through documentation until loan disbursement capriloans.in+6in.joblum.com+6simplyhired.co.in+6
  

• Coordinate with Credit & Underwriting:

  Liaise with internal teams to ensure timely loan processing and smooth disbursements

• Market Insight:

  Stay updated on local property valuations and prevailing loan interest rates

• Portfolio Management & Cross-sale:

  Maintain a healthy loan book, manage post-disbursement relationships, and leverage referrals to grow business in.joblum.com

• Issue Resolution:

  Address borrower queries, resolve complaints, and maintain high service standards

Preferred candidate profile