Relationship Manager /Relationship Officer (home loan)

Relationship Manager (RM)

• Generate business through direct sourcing and channel partners.
• Build and maintain customer relationships.
• Achieve individual sales and disbursement targets.
• Coordinate with internal teams for smooth processing.
• Conduct market visits and generate leads from open market sources.
• Ensure customer satisfaction throughout the sales lifecycle.

Relationship Officer (RO)

• Support sales activities and customer acquisition initiatives.
• Generate leads through field activities and references.
• Assist customers with documentation and application processes.
• Follow up with prospective customers and maintain lead records.
• Coordinate with internal teams for timely processing and disbursement.
• Achieve assigned sales and sourcing targets.

Business Sourcing Channels

DST (Direct Selling Team) | Connector Network | DSA (Direct Selling Associates)

Preferred Candidate Profile

• Graduate in any discipline (Bachelor’s Degree mandatory).
• Experience in Banking, Financial Services, NBFC, Housing Finance, or related sectors preferred.
• Strong sales and business development experience.
• Good communication and interpersonal skills.
• Proficiency in Microsoft Office applications.
• Strong analytical and problem-solving abilities.
• Excellent customer relationship management.

Experience Criteria

• RM: Minimum 1 Year of Experience in Banking, Financial Services, NBFC, Housing Finance, or

related Sales Domain.

• RO: Minimum 1 Year of Experience in Banking, Financial Services, NBFC, Housing Finance, or

related Sales Domain

Skills: customer,sales,housing finance,sourcing,nbfc,skills,disbursement,relationship manager /relationship offic,processing,financial services,finance