HYDERABAD · FULLTIME
Relationship Executive

UBI Services
Hyderabad · onsite · Posted 4d ago
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Section · 01
About this role
Roles and Responsibilities :
- Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
- Identify new business opportunities through networking, referrals, and market research.
- Process mortgage applications from start to finish, ensuring timely disbursement of funds.
- Meet or exceed monthly sales targets by selling mortgage products such as LAP loans.
Achieve monthly home loan sourcing and disbursement targets
Develop business through builders, real estate agents, and channel partners.
Maintain regular reports of leads, applications, approvals, and disbursements.
Job Requirements :
- 1-3 years of experience in housing finance or related field
- Strong understanding of mortgage loans, including processing procedures and regulations.
- Excellent communication skills for building strong client relationships.
- Ability to work independently with minimal supervision.
Knowledge of home loan products and basic banking procedures.
Lead generation and follow-up skills.
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Section · 02
Skills
Section · Company
About UBI Services

UBI Services
Banking
201-500
employees
1999
27 years old
Thane, Maharashtra
India
₹3.7L PA avg
Avg at UBI Services
About
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Employee ratings
10 reviews
Culture
3.3
Career growth
2.5
Work-life
3.5
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