Relationship Officer – Home Loan
Position: Relationship Officer
Department: Home Loans
Location: Navi Mumbai
Key Responsibilities:
• Source and generate leads for home loan business through open market, referrals, builders, and channel partners.
• Meet prospective customers and explain home loan products and eligibility criteria.
• Collect and verify customer documents required for loan processing.
• Coordinate with credit, operations, and sales teams for smooth loan disbursement.
• Maintain relationships with existing customers and channel partners.
• Achieve monthly sales and disbursement targets.
• Ensure compliance with company policies and regulatory guidelines.
• Provide excellent customer service throughout the loan process.
Eligibility:
• Graduate in any discipline.
• Experience in banking, financial services, sales, or home loans preferred.
• Freshers with good communication skills may also be considered.
Skills Required:
• Strong sales and negotiation skills.
• Good communication and interpersonal skills.
• Customer-focused approach.
• Ability to work under targets and deadlines.
• Basic knowledge of home loan products and documentation.
Preferred Experience:
• 0–3 years in Home Loans, LAP, Mortgage, Banking, or Financial Services Sale