Relationship Manager

Key responsibilities include sourcing new mortgage customers, evaluating credit eligibility, and managing file coordination through final disbursement Role & responsibilities

• Sourcing and Acquisition: Generate new home loan leads through open markets, bank branches, builders, and Direct Selling Agents (DSAs).
• Client Consultation: Explain home loan products, interest rates, eligibility terms, and repayment options to customers.
• Credit Evaluation: Collect and verify financial documents (income proofs, property papers, tax returns) to assess creditworthiness.
• Processing and Coordination: Track loan files from login through credit underwriting and final disbursement.
• Cross-Selling: Promote related financial items such as home insurance