Relationship Manager - Mortgage Acquisition

Responsibilities

• Source new business opportunities for retail and commercial mortgages through direct sales, lead generation, and strategic partnerships.
• Identify and pursue key business prospects by conducting market research and developing targeted sales strategies.
• Collaborate with channel partners, including real estate agents, mortgage brokers, and financial advisors, to expand product reach.
• Train and support channel partners on mortgage products, policies, and procedures to ensure a seamless customer experience.
• Manage a portfolio of mortgage clients, overseeing the application process and coordinating with internal credit and documentation teams.
• Set and achieve monthly and quarterly sales targets aligned with business KPIs.
• Ensure full compliance with all relevant rules, regulations, and internal policies related to mortgage lending.

Requirements

• Bachelor's or Master's degree in Business, Finance, Marketing, or a related field.
• Minimum of 4 years of experience in mortgage sales, banking, or financial services.
• Proven track record of achieving and exceeding sales targets in a competitive environment.
• Strong knowledge of mortgage products, lending practices, and compliance requirements.
• Excellent communication, presentation, and negotiation skills.
• Proficiency in using Customer Relationship Management (CRM) systems and relevant software tools.
• Ability to work independently and manage multiple priorities effectively.
• Willingness to travel as required to meet with clients and channel partners.

About the Company

Yubi stands for ubiquitous. We represent transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to expanding into global corporate markets, Yubi is a place to unleash potential through freedom, opportunity, and innovation.