Sr. Relationship Manager Job in Delhi at Basic Home Loan

Key Responsibilities

• Acquire new high-net-worth (HNI) and priority clients through networking, referrals, and market outreach.
• Manage and deepen relationships with existing customers to enhance wallet share and retention.
• Understand client needs and provide suitable financial products and solutions (e.g., loans, investments, insurance, deposits).
• Achieve monthly, quarterly, and annual sales targets as per business objectives.
• Cross-sell and upsell banking/financial products to maximize client value.
• Maintain client records, track interactions, and ensure compliance with KYC, AML, and company policies.
• Coordinate with internal teams for seamless service delivery and issue resolution.
• Stay updated on market trends, competitor offerings, and regulatory changes.

Key Skills & Competencies

• Strong relationship-building and networking skills.
• Proven sales and business development track record.
• Excellent communication and negotiation abilities.
• Customer-first approach with problem-solving attitude.
• Good knowledge of banking, financial products, and compliance norms.

Basic Home Loan is a fintech company focused on making home loans more accessible, particularly in the affordable housing segment in India. They aim to digitize the home loan process and increase its penetration among mid and low-income households. The company uses a "Phygital" approach, combining online technology with on-the-ground agent support to guide customers through the entire loan process.