SRM - Gujarat

Shubham Housing Development Finance Company; India; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Shubham Housing Development Finance Company Limited in Gujarat is seeking a Senior Relationship Manager to build and sustain trusting relationships with customers, drive home loan solutions, and expand the company’s client base through field visits and targeted promotions.

You will manage end-to-end lead generation, perform site visits, and coordinate with DSAs and partners to ensure smooth login and disbursement processes while adhering to SHDFC policies and delivering strong customer service.

Qualifications

• Front-line customer interaction and relationship management.
• Ability to recommend home loan products and explain benefits clearly.
• Experience in coordinating with branches, DSAs and lead partners.

Responsibilities

• Front-end interaction and field travel to meet customers.
• Recommend suitable home loan products and present benefits.
• Regular customer engagement through meetings, site promotions and branch visits.
• Attend walk-ins and visit clients at their location.
• Drive branding and marketing activities in the catchment area.
• Lead documentation and disbursement processes with 100% accuracy.
• Generate leads in the designated catchment areas.
• Focus on digitization and process improvements across sales activities.

Skills

Customer Support

Problem Solving

Communication Skills

Education

Graduate

Job description

1 - 7 Years

On Roll

Job Description

Group Company: Shubham Housing Development Finance Company Limited

Designation: Senior Relationship Manager

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.

Group Company: Shubham Housing Development Finance Company Limited

Designation: Senior Relationship Manager

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

L anguage - 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.

Job Snapshot

Updated Date

23-07-2026

Job ID

Senior Relationship Manager - Gujarat

Department

Location