Relationship Manager

Core Responsibilities

Sales Process Management

• Aggressively drive sales numbers and achieve business targets for home loans and LAP through cross-selling while strengthening client relationships.
• Retain and expand the customer base to ensure repeat business and referrals.
• Maximize sales through DSA networks by effectively managing connector and builder relationships.
• Develop and maintain strong liaisons with clients for repeat business and referrals.
• Maximize the number of Approved Project Finance (APF) and increase penetration in approved APF projects.
• Identify and develop new builder/channel relationships to penetrate new markets and expand business.
• Ensure smooth processing of loan files from login to disbursement, coordinating with Operations and Credit teams.

Sales Planning and Team Management

• Optimize productivity of the relationship manager team to achieve team targets and profitability goals.
• Align the team with ground-level lead generation activities for sales.
• Lead, supervise, and mentor the team to implement growth strategies through training, motivation, and deployment planning.

Industry Knowledge & Governance

• Stay updated on market trends and competitor intelligence to build effective sales and marketing strategies.
• Provide feedback on market trends, competition, processes, and products to the central product and policy teams.
• Ensure compliance with all Audit/NHB regulations, internal processes, policies, and reporting requirements.

Qualifications

Graduate, Masters/Postgraduate