Regional Relationship Customer Manager – Mumbai

Job Title: Regional Relationship Customer Manager
Location: Mumbai, Maharashtra  
Language Requirement: Fluent Marathi; good English and Hindi preferred  
Function: Sales / Customer Relationship / Field Operations  
Reporting To: Regional Manager / Cluster Manager

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Role purpose

The Regional Relationship Customer Manager will be responsible for driving home loan business growth in the Mumbai market through direct customer acquisition, relationship management, partner engagement, and smooth end-to-end loan conversion. The role requires strong local market understanding, high field presence, and the ability to communicate confidently in Marathi with customers, builders, connectors, and internal teams. Home First’s model emphasizes fast, transparent, and technology-enabled fulfillment, so the role also needs disciplined pipeline management and strong follow-through.[homefirstindia]

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Key responsibilities

•    Source home loan leads through connectors, builders, referrals, local markets, and customer networks.
•    Build and maintain relationships with prospective borrowers, existing customers, DSAs, builders, and ecosystem partners.
•    Conduct field visits, customer meetings, property discussions, and document collection support.
•    Explain loan products, eligibility, documentation requirements, pricing, and repayment terms in Marathi, Hindi, and English as needed.
•    Support conversion from lead to sanction to disbursement with strong ownership of turnaround time.
•    Coordinate with credit, operations, legal, technical, and branch teams to ensure smooth processing.
•    Track daily productivity, lead funnel movement, and disbursement targets.
•    Maintain high standards of customer service, compliance, and documentation quality.
•    Support collections follow-up and customer engagement where needed for portfolio health.
•    Represent the company professionally in the local market and help strengthen brand trust.

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Required qualifications

•    Graduate degree in any discipline; MBA or finance-related qualification is preferred.
•    2–6 years of experience in home loans, mortgage sales, housing finance, banking, NBFCs, or field relationship roles.
•    Strong Mumbai market knowledge and ability to work on field in assigned geographies.
•    Fluent spoken Marathi is mandatory; Hindi and English should be comfortable for business use.
•    Good understanding of home loan products, mortgage documentation, and sales processes.
•    Comfortable using CRM, mobile sales apps, and basic productivity tools.

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Preferred skills

•    Strong communication and persuasion skills.
•    Relationship-building with customers from salaried and self-employed segments.
•    Ability to explain financial products in simple language.
•    Discipline in pipeline management, follow-up, and target execution.
•    Familiarity with local builder/connector networks.
•    Customer-first mindset with ownership of service quality.

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Performance indicators

•    Monthly lead generation and conversion rate.
•    Sanction and disbursement achievement versus target.
•    Customer satisfaction and response quality.
•    Quality of documentation and reduction in process errors.
•    Partner activation and repeat business from local channels.
•    Portfolio hygiene and support on early delinquency follow-up