Relationship Manager

JOB TITLE: Sales Executive – Business Loan, Home Loan, LAP

DEPARTMENT: Sales

LOCATION: Delhi / NCR

REPORTING TO: Sales Manager

ROLE OBJECTIVE:

Generate, process, and close loan business for Business Loan, Home Loan, and Loan Against

Property (LAP) through direct sales, channel partners, and referrals while meeting monthly

disbursement and revenue targets.

KEY RESPONSIBILITIES:

 Source new customers for Business Loan, Home Loan, and LAP.

 Generate minimum assigned monthly disbursement as per company target.

 Conduct field visits for client acquisition and document collection.

 Explain loan products, eligibility, ROI, tenure, and processing charges clearly to

customers.

 Collect and verify all required documents: KYC, income proof, bank statements,

property papers, etc.

 Coordinate with credit, operations, and banks/NBFCs for file processing and

approvals.

 Maintain strong relationships with builders, DSAs, brokers, and referral partners.

 Ensure quick turnaround time for login, approval, and disbursement.

 Maintain daily MIS, lead tracking, and pipeline reporting.

 Ensure compliance with company and lender policies.

 Handle customer queries and provide post-disbursement support.

PRODUCTS HANDLED:

 Business Loan (Secured / Unsecured)

 Home Loan (Purchase, Construction, Balance Transfer, Top-up)

 Loan Against Property (Residential / Commercial)

REQUIRED SKILLS:

 Strong sales and negotiation ability

 Good understanding of loan products and banking processes

 Field sales experience

 Relationship management

 Target-oriented mindset

 Basic computer knowledge (CRM, Excel, email)

 Clear communication in Hindi and basic English

QUALIFICATION:

 Minimum: 12th Pass / Graduate preferred

EXPERIENCE:

 1 to 5 years in loans or financial product sales

 Freshers with strong sales attitude can be considered

TARGET EXPECTATION:

 Monthly disbursement capability:

o Business Loan: ₹20–30 lakh

o Home Loan + LAP combined as per company plan

SALARY & INCENTIVES:

 Fixed salary + high-performance-based incentives

 No upper cap on incentives

WORK TYPE:

 Full-time

 Field + office coordination

CANDIDATE PROFILE:

 Aggressive sales approach

 Self-driven and disciplined

 Comfortable with pressure and deadlines

 Ready for extensive fieldwork

• It is a Full Time Sales / Business Development job for candidates with 1 - 6 years of experience.