Roles and Responsibilities :

- Manage a portfolio of existing customers to ensure timely payment of housing loans and maintain valuable customer relationships.

- Identify new business opportunities through sales activities, referrals, and networking to generate leads for home loans.

- Collaborate with internal teams such as underwriting, processing, and documentation to resolve customer queries and issues related to housing loans.

- Analyze market trends, competitor activity, and regulatory changes to stay updated on industry developments.

Job Requirements :

- 1-3 years of experience in banking or finance industry with expertise in home loans or similar products.

- Strong understanding of sales and marketing principles with ability to develop effective strategies for generating leads.

- Excellent customer management skills with ability to build strong relationships with clients.

- Knowledge of housing loan processes, regulations, and industry standards.

📌 Home loan Relationship Executive (Pune)
🏢 UBI Services
📍 Pune