Relationship Officer /manager

Job 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.
To spread head the sourcing of the customers and make the funnel for the log ins/ disbursal processes
Front-end interaction, field travel and Customer interface
Recommending apt home loan product /solution and showcasing benefits
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 to 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 / HOD.
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 PDD collection.
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.
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
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