Relationship Manager - Pune

Group Company: Shubham

Designation: Relationship Manager

Position description:

To build and preserve trusting relationships with the customers.

Maintain strong relationship with the company’s clients to boost our brand and profit in the long run.

Qualification : Graduate

Salary Range : As per Industry Norms

Primary Responsibilities:

• Front-end interaction, field travel and Customer interface
• Recommending apt home loan product /solution and showcasing benefits
• Regular interaction with the customers through group meetings, site promotions, in office meetings and presentations
• Attending to walk ins into branches & visiting clients at their place
• Executing Branding / Marketing activities in the catchment area
• Spearheading Documentation
• Lead generation in the catchment areas
• 0-12 MOB and even 13-24 MOB or more bounce cases collections with focus and efforts on 100% collections efficiency. It will be communicated to employee as per requirement of the organization from time
• Focus on digitization and support all the initiatives related to sales and even other processes digitization.
• Cash management to be done as per SHDFC policy with full integrity.
• Focus on overall performance by keeping branch balance score card into mind and ensure the support and contribution to have overall performance.
• To create new DSAs and if required manage the existing relationships of DSAs / Corporate DSAs / Lead Partners – This will be communicated and advised basis requirement of business by your seniors / HO
• Affordable housing builders / brokers tie-ups and manage the relationship to generate quality home loan leads.
• Keep updating with latest SHDFC policy, product, pricing and process to ensure better results.
• Keep sharing competition details and feedback to seniors / HOD.
• Ensure to share the true and accurate information about the customer, property, seller etc. to ensure transparent practices.
• Lead management, WIP files tracking, Reject Review, SUD files tracking, Timely part disbursements or new disbursements, timely transaction and cheque release of customers and also support for timely
• Resolve the instrument not available cases within timelines
• Work as per First Time Right (FTR) from Login to Disbursement for good customer service and best possible TAT.
• Meeting with clients, advising and showcasing our products and benefits to the customers thereof.
• Sales fulfillment, pre/ post sanction sales activities.
• Update and upkeep of marketing & sales collaterals
• Promotional activities including group meetings, presentations as well as developer site promotions

Additional Responsibilities:

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational qualifications preferred

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• Field specialization:
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Required Certification/s:

Required Training/s:

Required work experience

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• Role:
• Years of experience: to

Key Performance Indicators:

Required Competencies:

Customer Support, Problem Solving, Communication Skills

Language - English, Regional Language and Hindi desirable

Computer literate – Word / Excel / E-mail / Web based system

Note: Shubham seeks to ensure that everyone is treated with respect and given equal opportunities to work in an inclusive environment. Shubham encourages all qualified candidates to apply regardless of their caste, religion, cultural background, gender or disabilities.  Shubham is also committed towards promoting gender diversity, women are encouraged to apply.

Required Knowledge:

Required Skills:

Required abilities

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Work Environment Details:

Specific requirements

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• Vehicle:
• Work Permit:

Other details

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