Relationship Manager - Mortgage & Unsecured Business Loans (LAP & UBL) - Palanpur

BFSI connect; Palanpur; On-site; INR 540,000 - 660,000; Full time

Job summary

BFSI connect in Palanpur invites applications for a Relationship Manager handling Loan Against Property and Business Loan products. The role focuses on sourcing through DSAs, client handling, documentation, and coordinating with internal teams for disbursal.

Candidates should have 2–3 years of LAP & Business Loan sales experience, strong field sales and DSA management, and a proven track record of meeting targets; excellent communication and relationship-building skills are essential.

Qualifications

• 2–3 years of LAP & Business Loan sales experience.
• Strong DSA sourcing network.
• Field sales experience with target orientation.
• Knowledge of loan documentation and credit basics.
• No significant career or education gaps.
• Excellent communication and relationship management skills.

Responsibilities

• Source LAP (₹10L–₹5CR) and Business Loan (up to ₹50L) customers through DSA network and other direct channels.
• Build and maintain strong relationships with DSAs, clients, and internal stakeholders to drive business volume.
• Conduct thorough client assessments, documentation checks, and coordinate with credit and operations teams for smooth disbursement.
• Achieve monthly disbursal targets and maintain quality sourcing as per policy norms.
• Provide after-sales service and ensure high customer satisfaction and retention.

Skills

DSA Sourcing

LAP Sales

Business Loan Sales

Client Assessment

Target Achievement

Field Sales

Communication Skills

Relationship Management

Loan Documentation

Customer Service

Disbursement Coordination

Financial Analysis

Negotiation Skills

Credit Understanding

Job description

Hiring a Relationship Manager for Loan Against Property (LAP) and Business Loan (BL) products. The role involves sourcing through DSAs, client handling, documentation, and coordinating with internal teams for disbursal. Candidates must have 2–3 years of relevant experience, strong field sales and DSA management skills, and a proven track record in achieving targets. CTC up to ₹6 LPA.

• Locations : Palanpur
• Experience : 2
• Listing Date : 18-06-2025
• Skills Required : DSA Sourcing | LAP Sales | Business Loan Sales | Client Assessment | Target Achievement | Field Sales | Communication Skills | Relationship Management | Loan Documentation | Customer Service | Disbursement Coordination | Financial Analysis | Negotiation Skills | Credit Understanding
• Pay Details : Up to 6 LPA + Performance Based Incentives
• Must Have :
  • 2–3 years of experience in LAP & Business Loan sales
  • Strong DSA sourcing network
  • Field sales experience with target orientation
  • Knowledge of loan documentation and credit basics
  • No significant career or education gaps
  • Excellent communication and relationship management skills

Key Responsibilities :

Source LAP (₹10L–₹5CR) and Business Loan (up to ₹50L) customers through DSA (Direct Selling Agent) network and other direct channels.

Build and maintain strong relationships with DSAs, clients, and internal stakeholders to drive business volume.

Conduct thorough client assessments, documentation checks, and coordinate with credit and operations teams for smooth disbursement.

Achieve monthly disbursal targets and maintain quality sourcing as per policy norms.

Provide after-sales service and ensure high customer satisfaction and retention.