Relationship manager(home loan sales)

Client: Policy Bazar

Package: 6-8 LPA

Languages Required: Telugu and English

Assets: Bike and DL Mandate

Job Description

Requirements & Qualifications Experience: Minimum 3+ year of working experience in Home Loans, Mortgages, or Loan Against Property (LAP). Education: A Bachelor's degree in Finance, Business Administration, or a related field is highly preferred. Skills: Proficiency in interpreting financial data, strong communication skills, and working efficiently under tight targets.

Responsibilities

Lead Conversion: Convert provided digital Home Loan and Mortgage leads into physical field appointments. Client Interaction: Meet applicants face-to-face to understand requirements and guide them through application steps. Financial Assessment: Conduct financial interviews with clients to evaluate their repayment capacity and loan eligibility. Lender Coordination: Manage active relationships with Banks and NBFCs to ensure quick file verification. File Management: Analyze active loan files constantly to track progress and clear operational bottlenecks. Compliance: Maintain secure documentation and record management that complies with financial regulations.