Relationship Officer

xperience: Minimum1 year in HFC loan products or sales

Join Motilal Oswal Housing Finance as a Relationship Officer/Manager (RO/RM) with a

mission to expand the reach of Affordable Home Loan products. Be at the forefront of

building powerful partnerships and transforming lives through accessible housing finance.

Roles and Responsibilities

 Affordable Home Loan Business Development

 Actively acquire customers for affordable home loan solutions through daily

meetings, lead nurturing, and focused sales efforts.

 Use the company app to meticulously record activities and manage the

affordable loan sales pipeline.

 Connector Onboarding & Collaboration

 Identify and develop new connectors as Motilal Oswal Partners, expanding the

affordable home loan network.

 Foster partnerships with Motilal Oswal National Distributors to generate

steady and quality referrals in the affordable housing segment.

 End-to-End Documentation

 Collect and verify customer documents (KYC, NOI), ensure complete and

compliant file preparation tailored to affordable loan requirements.

 Internal and External Coordination

 Work with Credit, Legal, Technical, and BSM teams for seamless processing

and support throughout the affordable loan cycle.

 Targeted Marketing Initiatives

 Implement local marketing and promotional strategies to drive customer

acquisition for affordable home loans.

 Relationship Building

 Cultivate strong, ongoing relationships with builders, connectors, customers,

and distributor partners, focusing on affordable housing opportunities.

 Sanction Management

 Move affordable home loan files toward sanction, ensuring smooth closure

and adherence to all standards.

Career Progression at Motilal Oswal

Position Growth Focus

Relationship Officer

(RO)

Frontline acquisition of affordable home loan customers;

expanding market through connectors.

Relationship Manager

(RM)

Manages larger affordable housing portfolios, mentors ROs,

and boosts business development.