Mortgage Relationship Manager

Company Description

Equitas Small Finance Bank is dedicated to empowering individuals, families, and businesses by providing seamless banking services that help achieve their financial aspirations. With a strong emphasis on Fairness & Transparency, the bank aims to redefine the way banking is imagined, delivered, and experienced. As an active member of the community, Equitas is committed to giving back and fostering a positive impact. The bank emphasizes community involvement and excellence in customer service to create a meaningful financial ecosystem.

Role Description

This is a full-time, on-site role for a Mortgage Relationship Manager, based in Indore. The Mortgage Relationship Manager will be responsible for developing and managing customer relationships, identifying mortgage sales opportunities, and assisting clients with their lending needs. Key responsibilities include analyzing financial information, providing expert advice on mortgage products, achieving sales targets, and ensuring customer satisfaction while adhering to the banks policies and procedures.

Qualifications

• Proficiency in financial analysis, risk assessment, and loan evaluation
• Strong skills in customer relationship management, communication, and negotiation
• Sales expertise with the ability to meet and exceed targets in a dynamic environment
• Team collaboration skills and the ability to work effectively with internal and external stakeholders
• Sound knowledge of mortgage lending processes, financial products, and regulatory compliance
• A bachelors degree in Finance, Business Administration, or a related field is preferred
• Industry certifications and prior experience in banking or financial services will be an advantage