Kaveri Uppalapati

As a Relationship Manager specializing in Home Loan and Mortgage, your primary responsibility will be to facilitate the conversion of Home Loan (HL) and Mortgage leads into field appointments, ultimately resulting in successful loan disbursals. You will also be responsible for managing relationships with Banks and Non-Banking Financial Companies (NBFCs) to ensure smooth operations and timely processing of loan applications

Key Responsibilities:

1. Lead Conversion: Convert Home Loan and Mortgage leads into field appointments, ensuringa smooth transition throughout the process.

2. End-to-End Management: Oversee the entire process of converting Home Loan and Mortgageleads into loan disbursals, ensuring compliance with regulations and policies of multiple banks. This includes :

∙ Client Interaction: Meet with loan applicants to understand their requirements, collect necessary information, and guide them through the loan application process suggesting best offerings and chances of approval

∙ Loan File Analysis: Regularly analyze active loan files, identifying bottlenecks, and proposing solutions to expedite the loan approval process

∙ Proposal Preparation: Prepare comprehensive loan proposals, highlighting key terms and conditions for clients' consideration including ROI and PF.

∙ Issue Resolution: Address applicants' queries and concerns promptly, resolving any loan related issues to ensure customer satisfaction.

3. Relationship Management: Cultivate and maintain strong relationships with Banks and NBFCs, collaborating closely to streamline loan processing and resolve any issues promptly.