Relationship Manager - HF_HOUSING FINANCE_0412_5916_1002600
Kotak Mahindra Bank · Indore
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 strong 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 new business opportunities.
- 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.
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