Direct Sales Agent

1 week ago

Mumbai Maharashtra, India Liaison Bank Full time

JOB DEACRIPTION FOR DSA

Job Purpose:
To identify and convert potential clients for real estate and banking products, manage DSA codes across various banks and NBFCs, build lasting relationships with clients and financial institutions, and act as a trusted advisor for investment-oriented property and loan decisions.

Key Responsibilities:
1. Bank & NBFC Onboarding
- Maintain updated knowledge of loan products, eligibility criteria, commission structures, and turnaround times of partnered banks.
- Ensure compliance with bank-specific documentation and onboarding requirements.

2. Lead Generation & Conversion
- Source leads for home loans, LAP (Loan Against Property), commercial and residential real estate, business loans, and financial investments.
- Identify investment-worthy properties and financial products for high-net-worth individuals (HNIs) and investors.
- Educate and guide clients on loan structures, interest rates, processing timelines, and investment returns.

3. Relationship Building
- Build and maintain strong, long-term relationships with bankers, loan managers, underwriters, and branch managers.
- Maintain regular follow-ups with clients and institutions to ensure smooth processing and trust.
- Act as a liaison between client and bank, ensuring transparency and timely resolution of issues.

4. Investment Advisory Approach
- Advise clients on real estate investment opportunities based on market trends and risk appetite.
- Provide comparative analysis of banking products and real estate ROI.
- Assist in creating financial plans around property investment and funding options.

5. Documentation & Coordination
- Collect and verify all necessary client documents for loan and property sales.
- Coordinate site visits, legal clearances, and disbursal formalities.

6. Reporting & Compliance
- Ensure strict adherence to regulatory and compliance norms of each bank or lending institution.
- Submit daily/weekly updates to reporting authority on pipeline and sales.

Key Skills Required:

- Excellent communication, persuasion, and negotiation skills
- Knowledge of real estate markets, banking products, and lending processes
- Client-centric and investment-focused approach
- Good documentation and coordination abilities
- Ability to multitask and manage multiple bank relationships

Eligibility Criteria:

- Minimum: 12th pass; Preferred: Graduate in Business, Finance, or Real Estate
- Minimum 1-3 years of experience in real estate, loans, or banking sales
- Existing banking network and active DSA codes (preferred but not mandatory)
- Should own a two-wheeler/smartphone for field operations

Schedule:

- Day shift

**Language**:

- English (preferred)

Work Location: In person

**Speak with the employer**
+91 9137940348

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