Job Title: Relationship Manager
Department: Secured- Direct
Reports To: Sales Manager
Employment Type: FTC
Job Summary
We are seeking a motivated and results-driven Relationship Officer to join our Secured
Direct lending team. The primary responsibility of this role is to source and process loan
applications through self-sourcing and a network of connectors The candidate will be the
face of the organization, building strong client relationships while ensuring adherence to
compliance and credit guidelines.
Key Responsibilities
 Loan Sourcing:
~ Proactively generate leads through self-sourcing (cold calling, field visits,

referrals, digital platforms, etc.).
~ Build and manage a reliable network of connectors such as property dealers,

chartered accountants, and other channel partners to source loan
applications.
~ Conduct regular follow-ups with leads to maximize conversion.

 Client Relationship Management
~ Engage with prospective borrowers to understand their financial needs and

provide suitable loan products.
~ Maintain relationships with existing customers to encourage referrals and

repeat business.
 Application Processing
~ Collect, verify, and ensure timely submission of all necessary documentation

required for loan processing.




~ Coordinate with internal credit and operations teams to ensure smooth

processing and disbursal of loans.
 Compliance And Reporting
~ Ensure all applications comply with regulatory and organizational credit

guidelines.
~ Maintain accurate records of lead sourcing, customer interactions, and loan

application statuses.
~ Prepare and submit daily/weekly/monthly reports to management.

Qualifications And Skills

- XII cleared.
- 1-2 years of experience in Direct sourcing of Affordable Mortgage loans ( LAP and

HL)

- Understanding of Legal and Technical aspects of mortgage loans
- Valuable understanding of local economy.
- Good communication, interpersonal, and negotiation skills.
- Proven ability to achieve sales targets and build strong partner networks.
- Self-motivated with a result-oriented approach.

Key Performance Indicators (KPIs)

- Number of loans sourced (monthly/quarterly targets).
- Conversion rate from lead to disbursal.
- Value of loans disbursed.
- Quality and productivity of sourced leads (NPA % and rejection rate).
- Expansion and effectiveness of connector network.

Compensation

- Fixed salary + performance-based incentives
- Allowances as per company policy

12th / Higher Secondary Certificate (HSC)

📌 Sales and Relationship Manager (Pimpri-Chinchwad)
🏢 Credit Saison India
📍 Pimpri-Chinchwad