Associate Relationship Manager - Affordable HL

Job summary

The Associate Relationship Manager is responsible for driving product sales and acquiring new clients through localized marketing initiatives and lead generation. They manage the end-to-end customer journey, from initial documentation to loan disbursement, while ensuring high-quality service and retention.

Job details

Job Requirements Role/ Job Title: Associate Relationship Manager-Affordable HL Function/ Department: Affordable Mortgage Loans Job Purpose: 'To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities: '• Identify new market opportunities and proactively work towards customer acquisition and lead generation through localized initiatives such as canopy activities, leaflet distribution, cold calling, and similar engagement efforts. • Service leads generated through front-line sales, cross-sell initiatives, or other internal/external channels, ensuring timely and effective follow-ups. • Achieve individual performance targets related to income generation, product sales, and onboarding of new clients, as per the agreed objectives. • Manage the end-to-end customer journey from login to disbursement, including documentation, counselling, fulfilment, and continuous handholding throughout the sanction and disbursal process. • Ensure customers do not turn into non-starters, including proactive support to collections teams in recovering EMIs in case of payment defaults. • Develop strong market relationships by actively engaging with local builders, business communities, and exploring new channel partners to expand outreach and visibility. Secondary Responsibilities: '• Deliver exceptional client service and focus on customer retention by building and nurturing strong relationships, thereby supporting product sales and driving new client acquisition. Qualifications: Graduate Years of Experience: 0-2 years #LI-DNI

What you’ll do

The Associate Relationship Manager is responsible for driving product sales and acquiring new clients through localized marketing initiatives and lead generation. They manage the end-to-end customer journey, from initial documentation to loan disbursement, while ensuring high-quality service and retention.

Requirements

The role requires a graduate degree and 0-2 years of relevant experience. Candidates must be proactive in market engagement and capable of managing customer relationships throughout the loan sanctioning process.

Listed skills

• Customer service · Preferred
• Sales · Preferred
• Documentation · Preferred
• Cold Calling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Customer Retention
• Sales
• Lead Generation
• Cold Calling
• Documentation
• Relationship Management
• Market Analysis
• Mortgage Loans
• Financial Services
• Market Opportunities
• Cross-Selling
• Leaflet (Software)
• Customer Acquisition Management
• Customer Service
• Collections

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Associate Relationship Manager
• Retail Customer Service Manager
• Retail and Wholesale Trade Managers
• First-Line Supervisors of Office and Administrative Support Workers