RELATIONSHIP OFFICER-HOME LOAN

Role Profile

Role Title: Relationship Officer -Home Loan
Designation: Executive
Function: SULB/ Home Loan
Administrative Reporting: Branch Business Manager-Home Loan
Functional Reporting: Branch Business Manager-Home Loan

Job Purpose:
The primary responsibility of the Relationship Officer is to source business from the open market and connectors to achieve business targets as per the organizational goal.

ROLE SUMMARY

Relationship officer is to source business from the open market and connectors to achieve business targets as per the organizational goal. Relationship Officer will be responsible for maintaining quality portfolios across all the processing centers. RO needs to follow all necessary regulatory requirements and compliance.

ORGANIZATIONAL CHART

KEY RESPONSIBILITIES

Business Development
Drive business growth by identifying new business opportunities, developing relationships with key stakeholders.
He needs to source and empanel recent connectors on every month




To find new micro markets and empanel valuable quality referral partners to scale up Micro LAP business.
Work in the Area assigned by the Branch Business Manager and generate leads
Cold Calling to the potential customer base to generate business
Daily Sales Calls as per the Plan submitted to BBM
To find, nurture and develop excellent relationships with the Referral Partners and Connectors

KEY CHALLENGES
Technology

KEY DECISIONS TAKEN

NIL

KEY INTERACTIONS
Internal Stakeholders
External Stakeholders
Credit
Legal
Technical
Operations
Customers
Connectors
External Legal team
TEAL
MAATRUM (legal & technical)

KEY ROLE DIMENSIONS

Geographical Coverage-
No of Direct Reportees-
Total Team Size -
Portfolio -
50 to 100 KM
Nill
Nill

KEY SKILLS & BEHAVIOURAL ATTRIBUTES
Valuable communication, including local language and interpersonal skills.
Good understanding of the local geographical market.
Knowledge of business mortgage loans, products, processes,

📌 Senior Relationship Officer Jabalpur (India)
🏢 Muthoot Fincorp
📍 India