Relationship Manager

SAVE Housing Finance Limited; Patna; On-site; INR 350,000 - 520,000; Full time

Job summary

SAVE Housing Finance Limited in Patna seeks a proactive Relationship Manager to acquire and manage customers for home loans, property loans, balance transfers, and top-up loans. You will build trust with clients and coordinate end-to-end processing to ensure a smooth journey.

Based in Patna, you will engage with local partners, explain product eligibility, assist with documentation, and maintain strong relationships while supporting collections and portfolio growth in a field-oriented,

Qualifications

• Strong customer relationship management and client servicing skills.
• Clear verbal and written communication and active listening.
• Sales and business development skills including lead generation and closing deals.
• Basic financial, loan product understanding and risk awareness.
• Organizational and time management skills for multiple cases.
• Experience in housing finance or financial services is beneficial.
• Graduate degree; finance/business/commerce background advantageous.
• Proficiency in local language(s) and field-based work around Patna.

Responsibilities

• Acquire and manage customers for home loans, loans against property, balance transfers and top-up loans.
• Explain products and eligibility and assist with documentation.
• Coordinate with internal teams for credit assessment and loan processing.
• Maintain relationships with existing customers and address queries promptly.
• Support collections and repayments through regular follow-ups.
• Engage local partners and community contacts to expand the customer base.

Skills

CRM & client servicing

Communication skills

Sales & business development

Financial analysis

Time management

Housing finance familiarity

Education

Graduate degree (any discipline)

Job description

Company Description

SAVE Housing Finance Limited is a registered housing finance company under the National Housing Bank (NHB), focused on making homeownership accessible across urban, semi-urban, and rural India. Formerly known as New Habitat Housing Finance and Development Limited, it operates as a subsidiary of SAVE Solutions Private Limited and offers affordable home loans, loans against property, balance transfer loans, and top-up loans. The organization serves diverse communities across key locations in India, helping more households access secure and sustainable housing. SAVE Housing Finance emphasizes transparent, accessible, and customer-centric solutions, positioning itself as a trusted partner in each customer’s journey to owning a home.

Role Description

This is a full-time, on-site Relationship Manager role based in Patna. The Relationship Manager will be responsible for acquiring and managing customers for home loans, loans against property, balance transfers, and top-up loans, ensuring a smooth end-to-end experience. Daily responsibilities include meeting prospective clients, understanding their housing finance needs, explaining products and eligibility, assisting with documentation, and coordinating with internal teams for credit assessment and loan processing. The role involves maintaining strong relationships with existing customers, addressing queries and concerns promptly, and supporting collections and repayments through regular follow-ups. The Relationship Manager will also work with local partners, referral channels, and community contacts to expand the customer base and contribute to portfolio growth while adhering to regulatory and company policies.

Qualifications

• Candidates should possess strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Candidates should possess communication and interpersonal skills, including clear verbal and written communication and active listening.
• Candidates should possess sales and business development skills, such as lead generation, negotiation, and closing customer deals.
• Candidates should possess basic financial and analytical skills, including understanding of loan products, documentation, and risk awareness.
• Candidates should possess organizational and time management skills to handle multiple customer cases, follow-ups, and reporting efficiently.
• Relevant experience in housing finance, banking, NBFCs, or financial services is beneficial.
• A graduate degree in any discipline is preferred; a background in finance, business, or commerce is an advantage.
• Proficiency in local language(s) and comfort working in field-oriented roles in and around Patna is beneficial.