Regional Mortgage Sales Manager – Field Operation

1 day ago

Connaught Place, Delhi, India Keystone Kinetic Technologies Solution Full time ₹ 35,00,000 - ₹ 50,00,000 per year

Key Responsibilities

  • Acquire clients for mortgage/home loan products through field visits and referrals
  • Build and manage relationships with HNI clients, insurance holders, and wealth customers
  • Collaborate with internal teams for loan documentation and processing
  • Achieve monthly sales targets and contribute to branch-level growth
  • Conduct financial consultations, client meetings, and follow-ups
  • Maintain accurate records of client interactions and documentation
  • Stay informed on market trends, competitor offerings, and regulatory updates

Required Skills

  • Proven success in wealth, insurance, or mortgage sales
  • Strong sales acumen and client relationship management
  • Excellent communication and negotiation skills
  • Ability to work independently in a field environment
  • Familiarity with loan documentation and financial products
  • Goal-oriented, proactive, and resilient personality

Eligibility Criteria

  • Education: Graduate in any discipline (MBA/PGDM preferred but not mandatory)
  • Experience: 2–5 years in mortgage, insurance, wealth management, or financial services
  • Industry Preference: BFSI sector (Banking, Financial Services, Insurance)
  • Profile Type: Field Sales – must be comfortable with client visits and outdoor sales activities

Job Types: Full-time, Permanent

Pay: ₹35, ₹50,000.00 per month

Education:

  • Bachelor's (Required)

Experience:

  • Field sales: 1 year (Required)
  • Client Acquisition & Relationship Management: 1 year (Required)
  • Loan Documentation Knowledge (Home Loan/Mortgage): 1 year (Required)
  • Target Achievement & Sales Performance Tracking: 1 year (Required)
  • HNI Client Handling & Financial Consultation: 1 year (Required)
  • Financial Product (Home Loans, Insurance, Wealth Tools): 1 year (Required)
  • Target Achievement & Sales Performance: 1 year (Required)
  • Strong Verbal Communication & Negotiation Skills: 1 year (Required)
  • Team Collaboration with Credit & Operations: 1 year (Required)
  • Ability to Work Independently in Field Conditions: 1 year (Required)
  • BFSI sector(Mortgage,Insurance orWealth Management): 1 year (Required)

Language:

  • Hindi, English (Required)

Work Location: In person

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