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Relationship Executive

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Onsite

Relationship Executive

UBI Services

Relationship Executive

Skills

Lead GenerationMarket Research

8 days ago

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Important information


Contract type:

Permanent

Location:

Hyderabad, Telangana, India

Work mode:

Onsite

Published on:

14 October 2026

What they need


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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