- Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
- Identify new business opportunities through networking, referrals, and market research.
- Process loan applications from start to finish, ensuring timely disbursement of funds.
- Meet sales targets by cross-selling other banking products such as credit cards, insurance, etc.
Job Requirements :
- 1-5 years of experience in the finance industry, preferably in mortgage loans (HL) or loan against property (LAP).
- Robust understanding of HL/LAP products and processes.
- Excellent communication skills for building strong client relationships.
- Ability to work independently with minimal supervision.
📌 Senior Key Relationship Officer (Uttar Pradesh)
🏢 Sun Life
📍 Uttar Pradesh
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