Job Description:

Job Title: Relationship Manager
Department: Secured- Direct
Reports To: Sales Manager
Employment Type: FTC

Job Summary:
We are seeking a motivated and results-driven Relationship Officer to join our Secured
Direct lending team. The primary responsibility of this role is to source and process loan
applications through self-sourcing and a network of connectors The candidate will be the
face of the organization, building strong client relationships while ensuring adherence to
compliance and credit guidelines.

Key Responsibilities:

Loan Sourcing:
- Proactively generate leads through self-sourcing (cold calling, field visits,
referrals, digital platforms, etc.).
- Build and manage a reliable network of connectors such as property dealers,
chartered accountants, and other channel partners to source loan
applications.
- Conduct regular follow-ups with leads to maximize conversion.

Client Relationship Management:
- Engage with prospective borrowers to understand their financial needs and
provide suitable loan products.




- Maintain relationships with existing customers to encourage referrals and
repeat business.

Application Processing:
- Collect, verify, and ensure timely submission of all necessary documentation
required for loan processing.
- Coordinate with internal credit and operations teams to ensure smooth
processing and disbursal of loans.

Compliance and Reporting:
- Ensure all applications comply with regulatory and organizational credit
guidelines.
- Maintain accurate records of lead sourcing, customer interactions, and loan
application statuses.
- Prepare and submit daily/weekly/monthly reports to management.

Qualifications and Skills:
- XII cleared.
- 1-2 years of experience in Direct sourcing of Affordable Mortgage loans ( LAP and
HL)
- Understanding of Legal and Technical aspects of mortgage loans
- Good understanding of local economy.
- Good communication, interpersonal, and negotiation skills.
- Proven ability to achieve sales targets

📌 Relationship Manager (Alvear)
🏢 Credit Saison India
📍 Alvear