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Relationship Officer- Senior Relationship Officer - Relationship Managers

1.00 to 6.00 Years   Bangalore   03 Oct, 2024
Sundaram Home Finance Ltd
Job LocationBangalore
EducationNot Mentioned
SalaryRs 3.0 - 7 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Role PurposeResponsible for complete process of a loan application commencing from customer identification to disbursement and clarifications after disbursement if any in addition to supporting the growth of the branch and ensuring individual revenue targets are achieved consistently.Key PerformanceArea Business development customer identification through various sources Sales/revenue target achievement Customer relationship management Documentation and quality of customers Overall customer experienceBusiness development and sales processConducting events and activities for improved branding and customer awareness as directed by branch managers Connecting and developing better relationship for sourcing business from o Builders o AR o DSA o Other channels or direct o Participating in marketing events Meeting prospective customers to understand the requirements clearly Articulating feasible solutions including creating awareness/ educating customers about the benefits of the solution Following up on the leads regularly to understand interest levels and sharing/collecting all necessary documentation for application processing as per the operating guidelines Coordinating with customer and internal teams such as legal/technical/credit/disbursement etc team for appraisals, sanctions and disbursements as required Updating the customer on the application status periodicallyDeveloping positive and professional relationship with the customer to enable cross selling, getting referrals and other business opportunities Supporting the BDA/Direct selling team in knowledge sharing and imparting trainings whenever required Participating in team meetings and reviews periodically Preparing and sharing status of leads, activity, application process, disbursement etc.OthersAny other tasks which will be required to be performed from time to time as per the instructions

Keyskills :
home loansmortgage loans

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