Job
Description
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 · Apply for and activate DSA codes with multiple banks and financial institutions. · 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. · Ensure correct filing of applications with proper KYC, income proof, and property documentation. · Coordinate site visits, legal clearances, and disbursal formalities. 6. Reporting & Compliance · Maintain MIS for leads, closures, earnings, and bank-specific applications. · 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 Job Type: Full-time Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 9137940348
