Relationship Manager-Loan Against Property (LAP)-Sales
Kotak Mahindra Bank (company site, opens in a new tab)2–3 yrsUdaipurOn-siteDirect career pageEst. 3–6 LPA
Posted on 9 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage client relationships to understand financial goals and offer Loan Against Property (LAP) products tailored to client needs.
- Guide clients through the loan process ensuring a smooth application to approval journey, collaborating with underwriting and legal teams.
- Achieve individual and team sales targets by driving business growth through effective relationship management and cross-selling opportunities.
Minimum Requirements
- 2-3 years of experience in relationship management, preferably in financial services.
- Strong knowledge of Loan Against Property (LAP) products and Indian mortgage market.
- Bachelor's degree in finance, business administration, or related field preferred.
- Proficiency in MS Office and familiarity with CRM systems.
Ideal Candidate Profile
- Experienced in handling financial product sales with focus on mortgage or LAP loan products.
- Capable of independently managing full loan lifecycle from client acquisition to loan closure.
- Skilled in client-centric communication and relationship building to achieve sales and service objectives.