relationship manager loan against property

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide personalized investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equity securities, etc. to offer expert advice to clients.
• Meet sales targets by acquiring new clients and increasing revenue growth through effective relationship management.

Job Requirements :

• 1-3 years of experience in home loans/ Loan Against Property is manadtory
• Strong knowledge of financial markets, instruments (e.g., stocks, bonds), regulations (e.g., SEBI guidelines), and tax laws.
• Excellent communication skills for building strong relationships with high net worth individuals (HNIs) and corporate clients.