Relationship Manager - Affordable Home Loans - Surat

BFSI Connect; Surat; On-site; INR 315,000 - 385,000; Full time

Benefits offered by this job

Fuel allowances

Mobile allowances

Performance Based Incentives

Job summary

A leading financial services company in Surat is seeking a talented individual focused on driving Home Loan and LAP sales. The role involves building strong client relationships and managing the loan process from start to finish. Candidates should have a proven sales track record in the Affordable HL and LAP segment with at least 1 year of experience. The ideal candidate will possess excellent negotiation and communication skills, and be self-motivated and market-aware. This position offers competitive compensation and benefits.

Qualifications

• Minimum 1 year of experience in Affordable Home Loans and/or Loan Against Property (LAP) sales.
• Proven ability to achieve sales targets and manage the end-to-end loan process.
• Strong understanding of Home Loan and Mortgage (LAP) products.

Responsibilities

• Source and generate leads for HL and LAP products.
• Build and maintain strong client relationships.
• Manage the full loan process from lead generation to disbursal.

Skills

Sales

Negotiation

Communication

In Depth Knowledge of Home Loan Products

Govt Policies

Relationship Building and Retaining

Job description

This role focuses on driving Home Loan and LAP sales, building strong client relationships, and ensuring end-to-end management of the loan process. Candidates must have at least 1 year of experience in the Affordable HL and LAP segment with a proven ability to meet sales targets. The ideal candidate will be proactive, market-aware, and customer-focused. (Freshers can apply too)

• Locations : Surat
• Experience : 1
• Listing Date : 13-02-2026
• Skills Required : Sales , Negotiation , Communication , In Depth Knowledge of Home Loan Products , Govt Policies , Relationship Building and Retaining
• Pay Details : Up to 3.5 LPA (Negotiable for the right candidate) + Fuel & Mobile allowances + Performance Based Incentives
• Must Have :
  • Experience:
    • Minimum 1 year of experience in Affordable Home Loans and/or Loan Against Property (LAP) sales is a +Plus
  • Sales Track Record:
    • Proven ability to achieve sales targets and manage the end-to-end loan process
  • Product Knowledge:
    • Strong understanding of Home Loan and Mortgage (LAP) products, including eligibility, documentation, and disbursal processes
  • Customer Handling:
    • Skilled in client acquisition, relationship management, and providing customized financial solutions
  • Work Style:
    • Self-motivated, field-ready, and result-oriented
    • Capable of working independently with minimal supervision
  • Market Awareness:
    • Familiar with local markets and competitor offerings to position products effectively
  • Communication Skills:
    • Strong verbal and written communication and interpersonal skills
  • Mobility:
    • Willing to travel locally; eligible for fuel and phone reimbursements

Key Responsibilities :

• Source and generate leads for HL and LAP products.
• Build and maintain strong client relationships.
• Manage the full loan process-from lead generation to disbursal-with complete and compliant documentation.
• Achieve and exceed sales targets for HL and LAP.
• Provide customized financial solutions based on client needs.
• Monitor market trends and competitor offerings to stay ahead.