Relationship Manager - Home loan and Mortgage Loan - Affordable - Gudivada

BFSI connect; Krishna; On-site; INR 180,000 - 300,000; Full time

Job summary

BFSI connect is seeking a proactive, target-driven sales professional in India to source, acquire and service affordable home loan customers. The role emphasizes building strong customer and channel partner relationships, driving loan disbursements, and supporting financial inclusion by enabling families to own homes.

Locations include Gudivada. 1–4 years of sales experience in housing finance or banking is preferred.

Qualifications

• Graduate in any discipline (MBA/Postgraduate preferred).
• 1–4 years of experience in sales, preferably housing finance/banking/NBFCs.
• Experience in Affordable Housing Loan sales (preferred).
• Willingness to work in field-based, target-driven roles.
• Familiarity with local markets/geographies.

Responsibilities

• Source and acquire new home loan customers through direct sales, DSAs, builders, and referrals.
• Drive disbursements of affordable home loans by promoting suitable loan products.
• Build and maintain customer relationships from lead stage to loan disbursal.
• Coordinate with channel partners for lead generation.
• Support customers in documentation, verification, and application processes.
• Liaise with internal teams for smooth loan approvals.
• Track daily sales activities, performance, and report progress to branch leadership.
• Achieve monthly/quarterly sales and disbursement targets.
• Gather and share market intelligence on competitors, pricing, and customer trends.

Skills

Sales

Customer Relationship Management

DSA/Channel Partner Handling

Loan Documentation & Processing

Negotiation & Persuasion

Market Knowledge

Languages

MS Office

Mobile CRM Apps

Education

Bachelor's degree

MBA / PG preferred

Job description

A proactive, target-driven professional responsible for sourcing, acquiring, and servicing customers in the Affordable Home Loan segment. The role involves building strong customer and channel partner relationships, driving loan disbursements, and supporting financial inclusion by enabling families to own homes.

• Locations : Gudivada
• Experience : 1
• Listing Date : 02-09-2025
• Skills Required : Sales & Business Development | Customer Relationship Management | DSA/Channel Partner Handling | Loan Documentation & Processing | Strong Negotiation & Persuasion Skills | Market Knowledge (Affordable Housing) | Proficiency in English & Regional Languages (Telugu/Tamil preferred) | MS Office & Mobile CRM Apps | Goal-Oriented | Self-Motivated | Resilient Under Pressure
• Pay Details : Up to Rs. 3 LPA + Incentives
• Must Have :
  • Graduate in any discipline (MBA/Postgraduate preferred).
  • 1–4 years of experience in sales, preferably housing finance/banking/NBFCs.
  • Experience in Affordable Housing Loan sales (preferred).
  • Willingness to work in field-based, target-driven roles.
  • Familiarity with local markets/geographies.

Key Responsibilities :

Source and acquire new home loan customers through direct sales, DSAs, builders, and referrals.

Drive disbursements of affordable home loans by promoting suitable loan products.

Build and maintain customer relationships from lead stage to loan disbursal.

Coordinate with channel partners (builders, real estate agents, DSAs) for lead generation.

Support customers in documentation, verification, and application processes.

Liaise with internal teams (credit, technical, legal) for smooth loan approvals.

Track daily sales activities, performance, and report progress to branch leadership.

Achieve monthly/quarterly sales and disbursement targets.

Gather and share market intelligence on competitors, pricing, and customer trends.