Relationship Manager - Pune - Swargate

BFSI connect; Pune District; On-site; INR 390,000 - 450,000; Full time

Job summary

BFSI connect is seeking a dynamic sales professional focused on Affordable Housing Loans (HL) and Loan Against Property (LAP) in Pune district, Maharashtra. Candidate should have 1+ year of experience, a proven sales track record, and the ability to manage complete loan lifecycle with strong customer focus.

Ideal candidates will be proactive, market-aware, and adept at building relationships with clients while meeting or exceeding monthly targets in a competitive local market.

Qualifications

• Experience in Affordable HL (Home Loan) and LAP sales.
• Proven ability to meet sales targets and manage end-to-end loan process.
• Strong communication, negotiation, and client handling skills.
• Market awareness of local housing loan products and subsidies (PMAY).
• Proactive, self-motivated with field readiness.

Responsibilities

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

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.

• Experience : 2
• Listing Date : 03-12-2025
• Skills Required : Sales | Negotiation | Communication | In-Depth Knowledge of Affordable Housing Loan Products | PMAY & Govt Subsidy Policies | Low-Income Customer Profiling | Relationship Building | Portfolio Retention | Credit Assessment for EWS/LIG Segments
• Pay Details : Up to 3.9 LPA for RM | Up to 4.5 LPA for SRM (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.