Mortgage Sales Officer – Direct Channel

4 days ago

Bengaluru, Karnataka, India LanceTech Solutions Pvt Ltd Full time ₹ 3,00,000 per year

We are seeking a motivated and customer-focused Relationship Manager – Home Loan Sales (DST) to drive home loan business through direct sales. The role involves prospecting, relationship building, and ensuring a seamless loan journey from inquiry to disbursement. You'll work closely with internal teams and external partners to achieve sales targets while delivering exceptional customer service.

Key Responsibilities

  • Sales & Lead Generation:
  • Drive home loan sales through direct marketing, referrals, and builder/agent relationships.
  • Meet monthly and quarterly targets for disbursement and conversion.
  • Identify new customer segments and opportunities through proactive outreach.
  • Customer Relationship Management:
  • Build and nurture strong customer relationships throughout the loan cycle.
  • Educate customers about loan products, documentation, and approval processes.
  • Ensure a smooth and transparent experience for every customer.
  • Loan Process & Coordination:
  • Assist customers in application completion and document submission.
  • Liaise with credit, operations, and disbursement teams to ensure quick turnaround.
  • Track and follow up on loan status to ensure timely closures.
  • Market Intelligence:
  • Stay informed about market trends, competitor offerings, and rate changes.
  • Share insights with management to refine sales strategies.
  • Compliance & Reporting:
  • Ensure accurate documentation and adherence to KYC norms.
  • Maintain daily and monthly reports on sales, leads, and conversions.

Skills & Qualifications

  • Education: Graduate or Postgraduate in any discipline (Finance or Sales preferred).
  • Experience:
  • 2–3 years of experience in home loan or financial product sales.
  • Proven success in direct or field sales with target achievement.
  • Core Skills:
  • Excellent communication, negotiation, and interpersonal abilities.
  • Customer-centric with strong relationship-building skills.
  • Knowledge of home loan products, processes, and market dynamics.
  • Technical Skills:
  • Proficient in MS Office and CRM tools; familiarity with loan processing systems preferred.

Job Type: Full-time

Pay: Up to ₹300,000.00 per year

Work Location: In person

  • Sales(Direct/Channel/Closing/Site)

    1 week ago

    Bengaluru, Karnataka, India Talent Hired-the Job Store Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JD:1. Direct SalesIdentify and engage prospective buyers through walk-ins, referrals, and lead follow-ups.Conduct site visits and property briefings; negotiate and close deals to meet targets.Maintain client relationships from inquiry to post-sale; update CRM and coordinate with internal teams for smooth transactions.Work with marketing to generate leads and...

  • Channel Sales Manager

    1 week ago

    Bengaluru, Karnataka, India KreditBee Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Position: Channel Sales Manager - Loan Against PropertyKey ResponsibilitiesIdentify, recruit, and onboard channel partners including brokers, agents, financial institutions, and other relevant stakeholders.Develop and maintain strong relationships with channel partners to ensure ongoing collaboration and support.Sales Strategy and Planning:Develop and...

  • Regional Business Development Manager – Mortgages

    6 days ago

    Bengaluru, Karnataka, India CSB Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Regional Business Development Manager – Mortgages| Bangalore The RBDM is responsible for driving the mortgage business (LAP, HL, Affordable HL, and Secured Business Loans) across a defined region through branches and direct channel. This includes managing a team of Area Business Development Managers and Business Development Managers, ensuring...

  • Regional Business Development Manager – Mortgages| Bangalore

    2 weeks ago

    Bengaluru, Karnataka, India CSB Career Site Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    The RBDM is responsible for driving the mortgage business (LAP, HL, Affordable HL, and Secured Business Loans) across a defined region through branches and direct channel.  This includes managing a team of Area Business Development Managers and Business Development Managers, ensuring achievement of business targets, maintaining portfolio quality, and...

  • US Mortgage

    2 weeks ago

    Bengaluru, Karnataka, India Venpa Staffing Full time ₹ 60,000 - ₹ 1,20,000 per year

    Department: U.S. Mortgage OperationsEmployment Type: Full-TimeExperience Level: 1- 3 YearsJob Summary:We are seeking a motivated and detail-oriented Mortgage Professional with 1 to 3 years of experience in U.S. mortgage processing, underwriting support, or loan closing functions. The ideal candidate will have a strong understanding of U.S. mortgage loan...

  • Us Mortgage Analyst

    4 days ago

    Bengaluru, Karnataka, India Firstsource Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    US Mortgage :: Hiring @ FSL :: Virtual Interviews :: Can start Work From Home :: Immediate Joiners Preferred. Apply Now.Warm Greetings from FirstsourceUS MortgageTelephonic RoundsWholesale Closing/Retail Processing/Closing/VA IRRRL UW Underwriting/Origination/Docs 103/ Appraisal, ENO/ Recorded Docs/ Initial Disclosure/ 4506T Docs/End to End...

  • Mortgage Servicing

    4 days ago

    Bengaluru, Karnataka, India Tata Consultancy Services Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    TCS BPS IS HIRING FOR Mortgage Servicing role at BengaluruKindly go through the norms below and apply only if its relevant forJob Role: Mortgage ServicingJob Location: BengaluruExperience required:2 to 7 years of work experience in Mortgage Servicing domainJob Requirement:Any full-time graduate Immediate joiners are preferred.Willingness to work in night...

  • Sales Officer

    1 week ago

    Bengaluru, Karnataka, India Hdfc Sales Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Immediately Hiring Relationship Manager for HDFC Sales Pvt limited - Home Loans , Credit Cards, Fixed Deposits and Insurance Sales Across Bangalore.Interested candidates can Directly Walk-in for Interview at below mentioned Interview location.Here is the Job Description for reference.Roles and Responsibilities :-1. Area/ Lane /Geography Mapping :Responsible...

  • Sales Manager

    1 week ago

    Bengaluru, Karnataka, India TCP Corps Full time ₹ 5,50,000 per year

    Job Title: Sales Manager Company Name: AMBAK Location: Bangalore Salary Budget: Up to 5.5 LPA + Attractive Incentives + Insurance Experience Requirement: Minimum 1 year of field sales experience is mandatory Availability: Immediate Joiners required Job Summary: We are seeking an experienced and dynamic Sales to identify, onboard, and manage potential...

  • Mortgage Servicing Processor

    1 week ago

    Bengaluru, Karnataka, India Rarevs Consulting Solutions Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Role: Mortgage Servicing ProcessorJob DescriptionWe are seeking a detail-oriented and motivated Mortgage Servicing Processor to join our team. Inthis role, you will be responsible for managing the servicing of mortgage loans from originationthrough payoff, ensuring compliance with regulatory requirements and company policies. The idealcandidate will have...