Relationship Manager
2 weeks ago
1. Sales & Business Development:
o Achieve sales targets for home loans through a network of DSAs.
o Identify and onboard new DSAs to expand the sales network.
o Develop and implement strategies to generate leads and convert them into home loan sales.
o Provide guidance to DSAs on improving their sales pitch and techniques.
2. Customer Relationship Management:
o Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.
o Address customer queries and concerns promptly, ensuring customer satisfaction.
o Coordinate with the processing team to ensure smooth loan approval and disbursement.
3. Loan Process Management:
o Support DSAs in gathering all necessary documentation for loan applications.
o Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.
o Work with credit teams to ensure timely loan approvals and disbursements.
4. Market Knowledge:
o Keep up-to-date with industry trends, competitor products, and market conditions.
o Share insights with the sales team to identify new business opportunities and
5. Reporting & Compliance:
o Track and report on sales progress for both individual DSAs and the team as a whole.
o Ensure that all DSA activities are in compliance with regulatory requirements and company policies.
o Maintain and update customer data and sales records in CRM systems.
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Skills and Qualifications:
· Educational Qualification: Graduate in any discipline. A background in finance, sales, or marketing is preferred.
· Experience:
o Minimum 2-3 years of experience in home loan sales or financial product sales.
o Prior experience managing DSAs or sales teams is a plus.
· Key Skills:
o Strong interpersonal and communication skills.
o Good negotiation skills and the ability to close deals.
o Strong relationship-building capabilities.
o Knowledge of home loan products, interest rates, and market trends.
o Ability to provide mentorship and support to sales agents.
· Technical Skills:
o Familiarity with MS Office, CRM tools, and loan processing software.
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