Relationship Executive
Tata Capital 4.9
Relationship Management (Retail & Corporate)
Work from Office
4
Any
Not Required
No
Job Description
Drive sales and customer acquisition for housing finance and home loan products across target markets.
Build and nurture long-term client relationships to ensure high levels of Customer satisfaction and retention.
Ensure full adherence to financial regulatory frameworks and internal Compliance standards during loan sourcing.
Prepare, update, and manage MIS reports to track daily lead pipelines, loan disbursals, and performance metrics.
Handle direct Customer queries, guiding applicants through documentation, eligibility checks, and loan processing.
Partner with real estate developers, builders, and channel partners to generate prospective housing loan leads.
Maintain complete case files, verification records, and client interaction logs systematically.
Qualifications
Qualification: Graduate / Post Graduate degree in Commerce, Business Administration, Banking, Finance, or related streams.
0–1 Yrs of experience, accommodating driven freshers up to junior financial sales professionals.
Baseline understanding of home loan products, retail banking operations, and financial documentation.
Strong interpersonal relationship-building skills, persuasive negotiation abilities, and clear communication habits.
High numerical accuracy and structured record-keeping capabilities.