Require a Relationship Manager Home loan sales in Nashik

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.
  

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.