Job Role: Relationship Officer

Job Description
Source potential customers for Home Loans and Loans Against Property (LAP).
Generate leads through direct field visits, channel partners, builder networks, connectors, and referrals.
Understand customer requirements and recommend suitable loan products.
Guide customers through the complete loan application process.
Collect and verify required customer and financial documents.
Submit loan applications and coordinate with credit and underwriting teams.
Follow up on applications to ensure smooth and timely processing.
Coordinate with internal teams until the final loan disbursement.
Maintain robust relationships with customers and provide continuous support throughout the loan lifecycle.
Achieve monthly business acquisition and loan disbursement targets.
Ensure all customer documents and financial records comply with bank policies and regulatory requirements.
Maintain accurate records of leads, applications, customer interactions, and disbursements.
Develop and maintain relationships with builders,



property consultants, and other business connectors.
Provide a smooth and hassle-free customer onboarding experience.

Key Responsibilities
Lead Generation & Sourcing: Acquire Home Loan and LAP customers through field sales, referrals, builders, and channel partners.
Loan Processing: Manage applications from initial inquiry through documentation, credit assessment, and disbursement.
Customer Relationship Management: Understand customer needs and provide appropriate loan solutions.
Sales Target Achievement: Meet and exceed monthly acquisition and disbursement targets.
Documentation & Compliance: Ensure accurate documentation and adherence to bank guidelines.
Market Development: Build a solid local network of builders, connectors, and prospective customers.

Requirements & Qualifications
Experience: Minimum 6 months of experience in Home Loans, Mortgage Loans, or LAP Sales.
Education:

📌 Relationship Officer Hyderabad
🏢 JobTrade
📍 Hyderabad