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Require a Relationship Manager - Home Loan Sales in Mangaluru

Full-time

TestHiring

Key Responsibilities:

Sales & Business Development:

  • Achieve sales targets for home loans through a network of DSAs.

  • Identify and onboard new DSAs to expand the sales network.

  • Develop and implement strategies to generate leads and convert them into home loan sales.

  • Provide guidance to DSAs on improving their sales pitch and techniques.

Customer Relationship Management:

  • Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.

  • Address customer queries and concerns promptly, ensuring customer satisfaction.

  • Coordinate with the processing team to ensure smooth loan approval and disbursement.

Loan Process Management:

  • Support DSAs in gathering all necessary documentation for loan applications.

  • Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.

  • Work with credit teams to ensure timely loan approvals and disbursements.

Market Knowledge:

  • Keep up-to-date with industry trends, competitor products, and market conditions.

  • Share insights with the sales team to identify new business opportunities and improve sales strategies.

Reporting & Compliance:

  • Track and report on sales progress for both individual DSAs and the team as a whole.

  • Ensure that all DSA activities are in compliance with regulatory requirements and company policies.

  • Maintain and update customer data and sales records in CRM systems.

Requirements

Educational Qualification:   Graduate in any discipline. A background in finance, sales, or marketing is preferred.

Experience:

Minimum 1-3 years of experience in home loan sales or financial product sales. Prior experience managing DSAs or sales teams is a plus.

Key Skills:

Strong interpersonal and communication skills. Good negotiation skills and the ability to close deals. Strong relationship-building capabilities. Knowledge of home loan products, interest rates, and market trends. Ability to provide mentorship and support to sales agents.

Technical Skills:

Familiarity with MS Office, CRM tools, and loan processing software.

Vacancy posted 9 days ago

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