Relationship Officer

Shubham Housing Development Finance Company; Ashoknagar; On-site; INR 350,000 - 550,000; Full time

Job summary

Shubham is seeking Relationship Manager, Relationship Officer, Sales Manager or Senior Relationship Manager to build and preserve trusting customer relationships and to source new clients for the logins and disbursal processes. You will engage with clients through field visits, meetings, and branch interactions, promote home loan solutions, drive lead generation, and coordinate with DSAs.

A Graduate with 0-7 years of experience is preferred.

Qualifications

• Graduate with 0-7 years of experience (0-7 years)
• Proven ability to build and maintain client relationships
• Strong communication and presentation skills
• Willingness to travel for field and site visits
• Experience in promoting financial products or loans preferred

Responsibilities

• Front-end interaction with customers and field travel
• Recommend home loan products and showcase benefits
• Engage customers through meetings, site promotions and branch visits
• Lead generation and relationship management with DSAs/partners
• Support branding, marketing activities and documentation
• Ensure timely disbursement and cash handling per policy
• Maintain data, MIS, and client feedback for continuous improvement
• Promote digitization initiatives and sales process improvements

Skills

Relationship management

Communication skills

Lead generation

Field travel

Customer interface

Education

Graduate

Job description

0 - 7 Years

On Roll

Job Description

Group Company: Shubham

Designation: Relationship Manager (DES_156), Relationship Officer (DES_555), Sales Manager (DES_15), Senior Relationship Manager (DES_2219)

To build and preserve trusting relationships with the customers.

Maintain strong relationship with the company’s clients to boostour brand and profit in the long run.

Position description:

To build and preserve trusting relationships with the customers.

Maintain strong relationship with the company’s clients to boostour brand and profit in the long run.

Tospread head the sourcing of the customers and make the funnel for the log ins/disbursal processes

Qualification: Graduate

Salary Range : As per Industry Norms

Primary Responsibilities:

• Front-end interaction, field travel and Customer interface
• Recommending apt home loan product /solution and showcasing benefits
• Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations
• Attending to walk ins into branches & visiting clients at their place
• Executing Branding / Marketing activities in the catchment area
• Spearheading Documentation
• Lead generation in the catchment areas
• 0-12 MOB and even 13-24 MOB or more bounce cases collections with focus and efforts on 100% collections efficiency. It will be communicated to employee as per requirement of the organization from time
• Focus on digitization and support all the initiatives related to sales and even other processes digitization.
• Cash management to be done as per SHDFC policy with full integrity.
• Focus on overall performance by keeping branch balance score card into mind and ensure the support and contribution to have overall performance.
• To create new DSAs and if required manage the existing relationships of DSAs / Corporate DSAs / Lead Partners – This will be communicated and advised basis requirement of business by your seniors / HO
• Affordable housing builders / brokers tie-ups and manage the relationship to generate quality home loan leads.
• Keep updating with latest SHDFC policy, product, pricing and process to ensure better results.
• Keep sharing competition details and feedback to seniors / HOD.
• Ensure to share the true and accurate information about the customer, property, seller etc. to ensure transparent practices.
• Lead management, WIP files tracking, Reject Review, SUD files tracking, Timely part disbursements or new disbursements, timely transaction and cheque release of customers and also support for timely
• Resolve the instrument not available cases within timelines
• Work as per First Time Right (FTR) from Login to Disbursement for good customer service and best possible TAT.
• Meeting with clients, advising and showcasing our products and benefits to the customers thereafter.
• Sales fulfillment, pre/ post sanction sales activities.
• Update and upkeep of marketing & sales collaterals
• Promotional activities including group meetings, presentations as well as developer site promotions

Additional Responsibilities:

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational qualifications preferred

• Category:
• Field specialization:
• Degree:
• Academic score:
• Institution tier:

Required Certification/s:

Required Training/s:

Required work experience

• Industry:
• Role:
• Years of experience: to

Key Performance Indicators:

Required Competencies:

CustomerSupport, Problem Solving, Communication Skills

Language - English, Regional Language and Hindidesirable

Computer literate –Word / Excel / E-mail / Web based system

Note:Shubham seeks to ensure that everyone is treated with respect and given equalopportunities to work in an inclusive environment. Shubham encourages allqualified candidates to apply regardless of their caste, religion, culturalbackground, gender or disabilities. Shubham is also committed towardspromoting gender diversity, women are encouraged to apply.

Required Knowledge:

Required Skills:

Required abilities

• Physical:
• Other:

Work Environment Details:

Specific requirements

• Travel:
• Vehicle:
• Work Permit:

Other details

• Pay Rate:
• Contract Types:
• Time Constraints:
• Compliance Related:
• Union Affiliation:

Job Snapshot

Updated Date

23-07-2026

Job ID

Department

Location