3352 Loan Sales Jobs - Page 24

To manage relationship with customers/branches/ Managers. Responsible for End-to-end documentation, with the customers Ensure the prescribed guidelines Responsble for daily updation of leads/lead tracking Contact HR: SUGANTHI M MOBILE NO:7010328708 Required Candidate profile Qualification : Any Degree(2023 /2024/ 2025 Batch ) Must need Provisional Certificate/Consolidated Marksheet (Veification purpose only) Bike Mandatory 5KM Radious 50% field & 50% Office work

Customer Acquisition & Relationship Management : Identify and engage potential clients through various sourcing channels. Build and maintain strong relationships with customers to understand their financial needs and provide tailored loan solutions. Sales Target Achievement : Meet and exceed sales targets by effectively promoting Micro LAP products and services. Loan Processing & Documentation : Guide clients through the loan application process, ensuring all necessary documentation is collected and processed efficiently. Collaboration with Internal Teams : Work closely with credit, operations, and risk teams to facilitate quick loan approvals and disbursements. Market Analysis & Reporting : Stay updated on market trends and competitor offerings. Provide regular reports on sales activities, market feedback, and potential business opportunities.

Customer Acquisition & Relationship Management : Identify and engage potential clients through various sourcing channels. Build and maintain strong relationships with customers to understand their financial needs and provide tailored loan solutions. Sales Target Achievement : Meet and exceed sales targets by effectively promoting Micro LAP products and services. Loan Processing & Documentation : Guide clients through the loan application process, ensuring all necessary documentation is collected and processed efficiently. Collaboration with Internal Teams : Work closely with credit, operations, and risk teams to facilitate quick loan approvals and disbursements. Market Analysis & Reporting : Stay updated on market trends and competitor offerings. Provide regular reports on sales activities, market feedback, and potential business opportunities.

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Roles and Responsibilities Achieve mortgage production goals by developing and executing a business plan that includes prospecting, networking, referral generation, database marketing, and other activities. Develop new loan business and increase existing customer retention through effective relationship management. Understand and comply with all federal, state, and local laws and regulations related to the mortgage industry, as well as company policies and procedures. Maintain knowledge of current industry trends, products, services, and underwriting guidelines Manage a team of mortgage loan originators, providing coaching and mentorship to drive individual and team success. Conduct regular sales meetings and one-on-one sessions to review pipeline, discuss best practices, and provide feedback. Monitor individual and team performance against established targets, taking corrective action when necessary. Assist in the development and implementation of marketing campaigns designed to generate new loan business. Attend community events and functions to promote the companys mortgage lending services Stay abreast of changes in the competitive landscape and adjust strategies accordingly. Prepare periodic reports on loan production, pipeline activity, and other metrics for senior management. Perform other duties as assigned. Required Skills and Qualifications undergraduate/Graduate 2+ years of experience in BFSI/NBFC sales or related financial sales experience Proven track record of success in achieving individual sales goals. Excellent communication, negotiation, and presentation skills Strong organizational and time-management skills Proficient in Microsoft Office, with aptitude to learn new software and systems. Early joiners would be appreciated

Relationship Manager 3-4 years of experience Tractor loan Sales Capable for infant resolution and Cross sale like Tractor refinance, Gold Loan, life and general insurance Collection and infant resolution capabilities.

-12th Pass -Hindi & Marathi -Immediate Joining. -Day Shift -Freshers & experience both can apply. -Salary: 12,200 In Hand+ Unlimited Incentive Required Candidate profile Qualification:- HSC Pass HOW TO APPLY..? To schedule your interview Call or send your CV through WhatsApp (number mentioned below) Contact :- HR Priti:-8421382934

-Process:- Inbound And Outbound Voice Process -Fresher/ experience both can apply -HSC pass can apply -freshers Salary-12k To 16k + incentives -Shift timing: 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Akshay:- 9822146578 Perks and benefits High Incentives and growth opportunities.

JD - Relationship Manager-Bharat Business The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: o Source new clients through market visits, channel partners, and referrals. o Promote LAP and affordable home loan products in the assigned territory. o Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: o Manage customer lifecycle from lead generation to loan disbursement. o Handle client queries and ensure timely resolution. o Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: o Conduct initial credit evaluation and financial analysis of customers. o Ensure compliance with companys risk policy and documentation standards. o Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: o Achieve monthly and quarterly sales targets for LAP and affordable loans. o Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: o Keep abreast of market trends, competitor products, and pricing strategies. o Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

JD - Relationship Manager-Bharat Business The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with companys risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team

- Relationship Manager 3-4 years of experience Tractor loan Sales Capable for infant resolution and Cross sale like Tractor refinance, Gold Loan, life and general insurance Collection and infant resolution capabilities.

The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with companys risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

Relationship Manager LAP (Loan Against Property) & Affordable Loans : The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Customer Relationship Management: Credit Assessment: Sales Target Achievement: Market Intelligence: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with companys risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Qualifications: Bachelors degree in Business Administration, Finance, or related field (MBA preferred) 2-5 years of experience in sales of LAP, home loans, or affordable housing loans Knowledge of local market and customer base Understanding of lending norms, credit assessment, and compliance Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

Relationship Manager LAP (Loan Against Property) & Affordable Loans : The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: Customer Relationship Management: Credit Assessment: Sales Target Achievement: Market Intelligence: Source new clients through market visits, channel partners, and referrals. Promote LAP and affordable home loan products in the assigned territory. Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Manage customer lifecycle from lead generation to loan disbursement. Handle client queries and ensure timely resolution. Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Conduct initial credit evaluation and financial analysis of customers. Ensure compliance with companys risk policy and documentation standards. Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Achieve monthly and quarterly sales targets for LAP and affordable loans. Monitor performance and proactively take corrective actions to ensure goals are met. Keep abreast of market trends, competitor products, and pricing strategies. Provide feedback and insights to the product and marketing teams. Qualifications: Bachelors degree in Business Administration, Finance, or related field (MBA preferred) 2-5 years of experience in sales of LAP, home loans, or affordable housing loans Knowledge of local market and customer base Understanding of lending norms, credit assessment, and compliance Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The Loan Against Property (LAP) Business vertical is the part of Secured Assets division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

JD - Relationship Manager-Bharat Business The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: o Source new clients through market visits, channel partners, and referrals. o Promote LAP and affordable home loan products in the assigned territory. o Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: o Manage customer lifecycle from lead generation to loan disbursement. o Handle client queries and ensure timely resolution. o Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: o Conduct initial credit evaluation and financial analysis of customers. o Ensure compliance with companys risk policy and documentation standards. o Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: o Achieve monthly and quarterly sales targets for LAP and affordable loans. o Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: o Keep abreast of market trends, competitor products, and pricing strategies. o Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

JD for - Relationship Manager 3-4 years of experience Tractor loan Sales Capable for infant resolution and Cross sale like Tractor refinance, Gold Loan, life and general insurance Collection and infant resolution capabilities.

JD - Relationship Manager-Bharat Business The Relationship Manager LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention. Key Responsibilities: Business Development: o Source new clients through market visits, channel partners, and referrals. o Promote LAP and affordable home loan products in the assigned territory. o Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners. Customer Relationship Management: o Manage customer lifecycle from lead generation to loan disbursement. o Handle client queries and ensure timely resolution. o Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals. Credit Assessment: o Conduct initial credit evaluation and financial analysis of customers. o Ensure compliance with companys risk policy and documentation standards. o Liaise with credit and operations teams to ensure smooth processing and disbursement of loans. Sales Target Achievement: o Achieve monthly and quarterly sales targets for LAP and affordable loans. o Monitor performance and proactively take corrective actions to ensure goals are met. Market Intelligence: o Keep abreast of market trends, competitor products, and pricing strategies. o Provide feedback and insights to the product and marketing teams. Skills Required: Strong interpersonal and communication skills Proven sales and negotiation abilities Customer-centric mindset Ability to work independently and in a team Good knowledge of financial documents and credit underwriting

We are hiring a DSA Onboarding Manager to expand our partner network and drive LAP sourcing. You'll be responsible for identifying, onboarding, and managing DSAs in NCR who can deliver quality LAP leads, ensuring login-to-disbursal success.

Role & responsibilities Preferred can Key Objective of the Job: A Customer Service executive who effectively manage DSE interactions, channel partners and the open market. CREs responsibilities also include to collaborate with internal stakeholders, including operations & credit teams to ensure efficient loan application processing. Key Deliverables: Lead Generation Generate leads through interactions with DSE or through channel partners/open market. Customer Relationship Management End to end customer relationship management including explaining product offerings and resolving sales queries. Cross-selling product offerings to customers. Educates customers with information to build their understanding of issues and capabilities. Goes beyond their day-to-day work to assist customers in a positive manner. Dealer Relationship Management Maintaining relationship with assigned dealer. Deal Processing Collecting all pre-sanction and post sanction documents and performing accurate data entries (RSPM, SAGE etc) Internal Stakeholder Management Interact with operations and credit team in order to ensure smooth processing of loan application. Education Qualification: Only Graduate preferred. Specialized job competencies: Functional Competencies Communication Skill Negotiation Skill Market/Industry Knowledge Analytical Skill Product Knowledge Functional Competencies Communication Skill Negotiation Skill Market/Industry Knowledge Analytical Skill Product Knowledge Hiring Parameters: Candidates from Finance graduate stream preferred. Should be comfortable to move in the market. Should have learning attitude. didate profile

Role & responsibilities Client Acquisition and maintaining client relationship. Responsible for Lead generation & converting prospects customers to sourcing Gold Loan business through references from the new & existing customers. Adherence to the administrative process & policies of the organization is a must. Ability to understand needs & interests of the customers and cater to the same. To guide & provide the customers with all the required information about loans & schemes. Should be able to solve the queries of the customers as well as handling the customers in a cooperative & efficient way. Preparing reports related to branch functioning and its performance Interested Candidates Can Share their Resumes at mini.joshi@iifl.com & 8356867316

Roles and Responsibilities Identify potential customers for Home loans and cross-sell relevant products. Develop strong relationships with existing clients to increase repeat business and referrals. Conduct field visits to meet new prospects, understand their financial needs, and provide tailored loan solutions. Collaborate with internal teams to resolve customer queries and issues related to loan disbursement. Meet sales targets by acquiring new customers and increasing revenue growth.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 years of experience in the BFSI industry, preferably with a background in affordable housing or housing loan sales. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of transactions and resolution of customer queries. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Stay up-to-date with industry trends and competitor activity to stay ahead in the market. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in affordable housing or housing loan sales. Strong understanding of financial products and services, including housing loans and related banking products. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills, with attention to detail and accuracy. Proficiency in using CRM software and other relevant tools to manage client relationships and track sales performance.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in affordable housing and housing loan sales. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and support to resolve client queries and concerns. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 4 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of affordable housing and housing loan products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an added advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in affordable housing or housing loan sales. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and support to resolve client queries and concerns. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of affordable housing and housing loan products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with small finance banks or similar institutions is an added advantage.