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

BFSI connect; Vapi; On-site; INR 315,000 - 385,000; Full time

Benefits offered by this job

Fuel allowance

Mobile allowance

Performance-based incentives

Job summary

BFSI connect in Gujarat seeks a results-driven Sales Executive to drive Home Loan and LAP sales from prospecting to disbursal. You will build strong client relationships and manage end-to-end loan processes with compliant documentation.

The role requires at least 1 year of experience in Affordable HL/LAP, a solid sales track record, and deep knowledge of Home Loan products, eligibility, and government policies. Local travel will be expected with fuel and mobile reimbursements.

Qualifications

• Minimum 1 year of experience in Affordable Home Loans and/or LAP sales.
• Proven ability to achieve sales targets and manage end-to-end loan process.
• Strong knowledge of Home Loan and Mortgage (LAP) products, including eligibility, documentation, and disbursal processes.
• Skilled in client acquisition, relationship management, and providing customized financial solutions.
• Self-motivated, field-ready, and able to work independently with minimal supervision.
• Familiar with local markets and competitor offerings to position products effectively.
• Excellent verbal and written communication and interpersonal skills.
• Willing to travel locally; eligible for fuel and phone reimbursements.

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.

Skills

Sales

Negotiation

Communication

Home Loan Knowledge

Govt Policies

Relationship Building

Retention Strategies

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.

• Locations : Vapi
• Experience : 1
• Listing Date : 02-08-2025
• 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

  • 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 :

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