Role & responsibilities
- Business Development: Generate leads and sales for Home Loans (HL) and Loans Against Property (LAP) through direct sales, DSAs, builders, and referrals.
- Customer Acquisition & Consultation: Meet potential customers, understand financial needs, explain loan products, eligibility, and documentation.
- Sales & Processing: Guide customers through the loan process, ensure complete and quality documentation, and coordinate with operations/credit teams for timely disbursement.
- Relationship Management: Build and maintain robust ties with channel partners (builders, connectors) and ensure high customer satisfaction.
- Portfolio Management: Monitor loan accounts, manage early delinquencies, and ensure minimal Non-Performing Assets (NPAs)
- Cross-Selling: Upsell/cross-sell other banking products insurance or gold loan.
Please share resume at
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📌 Relationship Executive/Manager - Housing Loan (Indore)
🏢 Jana Small Finance Bank
📍 Indore