Sr. Relationship Officer / Relationship Officer

SUNDARAM HOME FINANCE LIMITED; Vellore; On-site; INR 250,000 - 450,000; Full time

Job summary

SUNDARAM HOME FINANCE LIMITED is seeking a sales-focused professional to drive business development and secure home loan opportunities across multiple channels in Tamil Nadu. The role emphasizes customer relationship building, target achievement, and effective documentation coordination.

The candidate will source leads through builders, DSAs, and events, engage prospective customers, explain solutions, and coordinate with internal teams to ensure timely approvals and disbursements.

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

• 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.

Skills

Home loan products

Market understanding

Communication skills

Networking/relationship

Negotiation skills

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