Relationship Manager

Position Title

1. Sales & Business Development

   :
• Achieve sales targets for home loans through a network of DSAs.
• Identify and onboard new DSAs to expand the sales network.
• Develop and implement strategies to generate leads and convert them into home loan sales.
• Provide guidance to DSAs on improving their sales pitch and techniques.

1. Customer Relationship Management

   :
• Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.
• Address customer queries and concerns promptly, ensuring customer satisfaction.
• Coordinate with the processing team to ensure smooth loan approval and disbursement.

1. Loan Process Management

   :
• Support DSAs in gathering all necessary documentation for loan applications.
• Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.
• Work with credit teams to ensure timely loan approvals and disbursements.

1. Market Knowledge

   :
• Keep up-to-date with industry trends, competitor products, and market conditions.
• Share insights with the sales team to identify new business opportunities and improve sales strategies.

1. Reporting & Compliance

   :
• Track and report on sales progress for both individual DSAs and the team as a whole.
• Ensure that all DSA activities are in compliance with regulatory requirements and company policies.
• Maintain and update customer data and sales records in CRM systems.

Skills and Qualifications:

• Educational Qualification

  : Graduate in any discipline. A background in finance, sales, or marketing is preferred.

• Experience

  :
• Minimum 2-3 years of experience in home loan sales or financial product sales.
• Prior experience managing DSAs or sales teams is a plus.

• Key Skills

  :
• Strong interpersonal and communication skills.
• Good negotiation skills and the ability to close deals.
• Strong relationship-building capabilities.
• Knowledge of home loan products, interest rates, and market trends.
• Ability to provide mentorship and support to sales agents.

• Technical Skills

  :
• Familiarity with MS Office, CRM tools, and loan processing software.