Sr. Relationship Officer / Relationship Officer

SUNDARAM HOME FINANCE LIMITED; Madurai District; On-site; INR 300,000 - 540,000; Full time

Job summary

SUNDARAM HOME FINANCE LIMITED in Tamil Nadu is seeking a driven Sales/Business Development professional to identify customers, hit revenue targets, and manage relationships for secured home loan products. The role will source opportunities from builders, ARs, DSAs, and other channels while coordinating with internal teams to process applications and disburse funds.

The candidate will conduct outreach events to boost brand visibility, develop strong local networks, and ensure accurate

Qualifications

• Sound understanding of home loan products.
• Market understanding including products/policies of competitors.
• Good communication skills with a reasonable proficiency in the local language.
• Proven ability to develop and manage networking/relationship internally and externally.
• Good negotiation skills.

Responsibilities

• Conduct events and activities for branding and customer awareness as directed by branch managers.
• Source business from builders, AR, DSA, or other channels or direct.
• Meet prospective customers to understand requirements clearly.
• Articulate feasible solutions including educating customers about benefits of the solution.
• Follow up on leads regularly and share/collect required documents for processing.
• Coordinate with customer and internal teams (legal/technical/credit/disbursement) for appraisals and disbursements as required.
• Update the customer on application status regularly.
• Develop positive and professional relationships to enable cross selling and referrals.
• Prepare and share status of leads, activity, and disbursement progress.

Skills

Home loan products

Networking/relationship management

Negotiation skills

Customer sourcing

Communication in local language

Job description

Key Performance Area: -

• Business development customer identification through various sources.
• Sales/revenue target achievement.
• Customer relationship management.
• Documentation and quality of customers.
• Experience in secured products Sales.

Skills: -

• Sound understanding of home loan products.
• Market understanding including products/policies of competitors.
• Good communication skills with a reasonable proficiency in the local language.
• Proven ability to develop and manage networking/relationship internally and externally.
• Good negotiation skills.

Responsibilities: -

• Conducting events and activities for improved branding and customer awareness as directed by branch managers.
• Connecting and developing better relationship for sourcing business from o Builders o AR o DSA o Other channels or direct o Participating in marketing events.
• Meeting prospective customers to understand the requirements clearly.
• Articulating feasible solutions including creating awareness/ educating customers about the benefits of the solution.
• Following up on the leads regularly to understand interest levels and sharing/collecting all necessary documentation for application processing as per the operating guidelines.
• Coordinating with customer and internal teams such as legal/technical/credit/disbursement etc team for appraisals, sanctions and disbursements as required.
• Updating the customer on the application status periodically.
• Developing positive and professional relationship with the customer to enable cross selling, getting referrals and other business opportunities.
• Preparing and sharing status of leads, activity, application process, disbursement etc.

Location-Salem,Namakkal,Tiruppur,Coimbatore,Athur