RO/RM/SM for UP & UK Region

Shubham Housing Development Finance Company; Agra District; On-site; INR 300,000 - 500,000; Full time

Job summary

Shubham Housing Development Finance Company Limited is seeking a Relationship Officer to build and preserve trusting relationships with customers. The role involves field visits, client interactions, and promoting home loan products while expanding the customer base across the branch network.

The candidate will engage in lead generation, marketing activities, and collaboration with DSAs/partners to ensure timely disbursements and process digitization.

Qualifications

• Graduate with good communication and problem-solving skills.
• Proficiency in MS Word, Excel, and email apps.
• Willingness to travel for customer meetings.

Responsibilities

• Front-end interaction, field travel and customer interface.
• Recommending apt home loan products and showcasing benefits.
• Attending to walk-ins and visiting clients at their place.
• Lead generation in catchment areas and relationship building with DSAs/partners.
• Focus on digitization and supporting sales and processes.

Skills

Customer Support

Problem Solving

Communication Skills

Education

Graduate

Tools

MS Word

MS Excel

Email

Web-based system

Job description

Group Company: Shubham Housing Development Finance Company Limited

Designation: Relationship Officer

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 thereof.
• 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

Required Competencies:

CustomerSupport, Problem Solving, Communication Skills

Language - English, Regional Language and Hindi desirable

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.