Senior Relationship Officer

Veerwal Getwork Services; Gurugram District, Greater Noida; On-site; INR 220,000 - 360,000; Full time

Job summary

Veerwal Getwork Services in Haryana is seeking a target-driven loan officer to generate Home Loan and LAP business through open-market sourcing. You will meet customers to understand financial and property needs and explain eligibility, rates, EMI, and documentation.

You will collect KYC and income documents, manage the loan process from lead generation to sanction and disbursement, coordinate with Credit, Operations, Legal and Tech teams, and chase timely approvals while maintaining records and

Responsibilities

• Generate Home Loan and LAP business through open-market sourcing.
• Generate leads through DSAs, connectors, brokers, builders and customer references
• Meet customers and understand their financial and property requirements.
• Explain loan eligibility, interest rates, EMI, documentation and other product details.
• Complete customer profiling and collect KYC, income and property documents.
• Manage the loan process from lead generation login sanction disbursement.
• Coordinate with Credit, Operations, Legal and Technical teams.
• Follow up on pending documents and approvals to ensure timely disbursement.
• Achieve monthly login, sanction and disbursement targets.
• Maintain good relationships with customers and channel partners.
• Monitor the loan portfolio and conduct customer/loan-utilization visits where required.
• Maintain proper records, MIS and daily sales reports.
• Ensure compliance with KYC, credit policies and bank procedures. Utkarsh Bank

Job description

Key Responsibilities

• Generate Home Loan and LAP business through open-market sourcing.
• Generate leads through DSAs, connectors, brokers, builders and customer references.
• Meet customers and understand their financial and property requirements.
• Explain loan eligibility, interest rates, EMI, documentation and other product details.
• Complete customer profiling and collect KYC, income and property documents.
• Manage the loan process from lead generation login sanction disbursement.
• Coordinate with Credit, Operations, Legal and Technical teams.
• Follow up on pending documents and approvals to ensure timely disbursement.
• Achieve monthly login, sanction and disbursement targets.
• Maintain good relationships with customers and channel partners.
• Monitor the loan portfolio and conduct customer/loan-utilization visits where required.
• Maintain proper records, MIS and daily sales reports.
• Ensure compliance with KYC, credit policies and bank procedures. Utkarsh Bank