Relationship Manager – Home Finance / Mortgages

Company: Kotak Mahindra Bank
Department: Home Finance / Mortgages
Role: Relationship Manager
Location: Indore

Role Purpose
Drive Home Finance and mortgage business through customer acquisition, DSA and builder relationships, while ensuring robust customer service and adherence to banking processes.

Key Responsibilities
Source Home Loan and mortgage business through DSAs, builders, connectors, referrals and market networks .
Develop and maintain strong relationships with DSAs and builders.
Identify prospective customers and generate recent business prospects.
Understand customers’ financing requirements and recommend appropriate lending solutions.
Manage leads from sourcing through documentation and loan processing.
Coordinate with credit, operations and other internal teams for smooth case processing.




Monitor the sales pipeline and work towards assigned business targets.
Maintain strong relationships with existing and prospective customers.
Ensure proper documentation and adherence to KYC, compliance and internal policy requirements.
Track market developments and competitor offerings within the assigned geography.

Preferred Skills
Home Loan / Mortgage Sales
DSA & Builder Relationship Management
Customer Acquisition
Business Development
Relationship Management
Negotiation & Communication
Loan Documentation & Processing
Local Market Knowledge

Preferred Experience Relevant experience in Home Loans, Housing Finance, LAP or Mortgage Sales , preferably with a bank, HFC or NBFC.

📌 Relationship Manager Hf Housing Finance 0412 5916 1002600 Indore
🏢 Kotak Securities
📍 Indore