Relationship Officer Home Loan | Mortgage Sales | BFSI

Job Summary

We are hiring Relationship Officers for the Home Loan Department. The candidate will be responsible for generating home loan business through Branch , customer references, builders, connectors, and other sourcing channels, while ensuring a smooth customer experience.

Key Responsibilities

• Generate leads and source Home Loan customers from the assigned market.
• Generate business through Branch,open market, builders, property dealers, connectors and referrals.
• Explain loan eligibility, documentation, tenure and other product-related information to customers.
• Collect and verify customer documents and KYC as per process.
• Coordinate with Credit and Operations teams for login, sanction and disbursement.
• Maintain regular follow-up with customers throughout the loan process.
• Build and maintain relationships with builders, brokers and other channel partners.
• Achieve assigned monthly sales and disbursement targets.
• Maintain daily activity reports, lead trackers and MIS.
• Ensure adherence to company policies, KYC and compliance requirements.

Eligibility

• Qualification: 12th ,Graduate / Post Graduate.
• Experience: 05 years in Home Loan, LAP, Mortgage, Banking, NBFC or Sales.
• Freshers with good communication and sales skills can also apply.
• Candidates should be comfortable with field sales and target-based work.

Required Skills

• Good communication and interpersonal skills.
• Strong sales and convincing ability.
• Customer relationship management.
• Lead generation and follow-up.
• Target-oriented and self-motivated approach.
• Local market knowledge will be an advantage.

Salary & Benefits

Fixed Salary + Attractive Incentives
Career Growth Opportunities
Training & Development
Performance Rewards & Recognition