Customer Relationship Manager
Jana Small Finance Bank
Customer Relationship Manager
Jana Small Finance Bank
Puri
₹20,000 - ₹35,000 monthly*
Fixed
₹20000 - ₹30000
Average Incentives*
₹5,000
Earning Potential
₹35,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
13 applicants
Benefits include: PF, Health Insurance
Job Description
Job Summary:- We are looking for a dynamic and result-oriented Relationship Manager to drive Home Loan and Loan Against Property (LAP) sales. The ideal candidate should have strong experience in open market sourcing, DSA/channel management, and customer relationship management. The role requires achieving business targets while maintaining high-quality customer service and compliance standards.
- Key Responsibilities:-
- Source Home Loan and LAP business through open market, DSAs, connectors, builders, brokers, and referral channels.
- Develop and maintain strong relationships with DSAs, real estate agents, builders, and channel partners.
- Generate new business opportunities and achieve monthly disbursement targets.
- Handle customer meetings, understand financial requirements, and recommend suitable loan products.
- Coordinate with Credit, Operations, Legal, and Technical teams to ensure smooth loan processing and timely disbursement.
- Ensure complete KYC documentation and adherence to company policies and regulatory guidelines.
- Monitor the sales pipeline and provide regular updates through MIS reports.
- Maintain high customer satisfaction by providing end-to-end support throughout the loan journey.
- Conduct market visits to identify new business opportunities and strengthen the company's market presence.
- Key Skills RequiredStrong knowledge of Home Loan and LAP products.
- Experience in open market sourcing and DSA/channel partner management.
- Good understanding of mortgage lending and documentation.
- Strong relationship-building and negotiation skills.
- Excellent communication and customer handling abilities.
- Target-driven mindset with the ability to work independently.
- Eligibility CriteriaGraduate in any discipline (MBA preferred).
- 2–6 years of experience in Home Loan and/or LAP Sales.
- Experience with Banks, Housing Finance Companies (HFCs), or NBFCs preferred.
- Existing network of DSAs, connectors, builders, or referral partners will be an added advantage.
- Key Performance Indicators (KPIs)Monthly Home Loan & LAP disbursement targets.
- Lead generation and conversion ratio.
- DSA/Connector activation and productivity.
- Customer acquisition and retention.
- Portfolio quality and compliance.
- Turnaround Time (TAT) for loan processing.
- Compensation & BenefitsCompetitive Fixed Salary
- Attractive Performance-Based Incentives
- Travel Reimbursement (as per company policy)
- Career Growth Opportunities
- Employee Benefits as per Company Policy
Job role
Department
Banking / Insurance / Financial Services
Role / Category
Banking/Loan Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Graduate
English level
Basic English
Age limit
23 - 35 years
Gender
Male
About company
Name
Jana Small Finance Bank
Address
Samanta Chandrasekhar Nagar, Plot No 19, 1st Floor, Vip, VIP Rd, above HDFC Bank, Puri, Odisha 752001 Puri
Job posted by Jana Small Finance Bank
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