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

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

Job summary

BFSI connect in Kumabakonam, Tamil Nadu, seeks a proactive sales professional for the Affordable Home Loan segment. Source, acquire and service customers; build strong channel partnerships; drive loan disbursements; support financial inclusion by enabling families to own homes.

Role requires 1–4 years in sales, familiarity with local markets, and fluency in English plus regional languages. Willingness to work in field-based, target-driven roles is essential.

Qualifications

• Graduate in any discipline (MBA/Postgraduate preferred).
• 1-4 years of sales experience in 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.
• Achieve monthly/quarterly sales and disbursement targets.
• Gather and share market intelligence on competitors and pricing.

Skills

Sales

Business Development

Customer Relationship Management

DSA/Channel Partners

Loan Documentation

Negotiation

Market Knowledge

English & Telugu/Tamil

MS Office

Goal-Oriented

Self-Motivated

Resilience

Education

Bachelor's Degree

MBA 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 : Kumabakonam
• Experience : 1
• Listing Date : 09-10-2025
• 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.