Relationship Manager- Home Loans

We are seeking a proactive and driven Relationship Manager – Home Loan Sales (DSA) to drive business through our Direct Sales Agent network. The role involves managing DSA relationships, supporting lead generation and conversions, ensuring smooth loan processing, and delivering a superior customer experience.

Key Responsibilities

• Sales & Business Development:
• Achieve assigned home loan sales targets through DSA partners.
• Identify, onboard, and support new DSAs to expand business reach.
• Guide DSAs on lead generation, product knowledge, and sales techniques.
• Customer Relationship Management:
• Ensure a seamless customer journey from lead to loan disbursement.
• Resolve customer queries efficiently to ensure satisfaction and retention.
• Loan Process Support:
• Assist DSAs in collecting accurate documentation and ensuring policy compliance.
• Coordinate with credit and operations teams for timely loan approvals.
• Market Awareness:
• Stay updated on market trends, competitor products, and pricing.
• Share insights to help improve DSA performance and sales outcomes.
• Reporting & Compliance:
• Track individual and DSA sales performance and maintain accurate CRM data.
• Ensure all sales activities comply with internal policies and regulatory standards.

Skills & Qualifications

• Education: Graduate in any discipline (Finance, Sales, or Marketing preferred).
• Experience:
• 2–3 years in home loan or financial product sales.
• Experience managing DSAs or partner channels preferred.
• Core Skills:
• Strong communication, negotiation, and relationship-building abilities.
• Sound knowledge of home loan products and market trends.
• Ability to mentor and motivate sales partners.
• Technical Skills:
• Proficient in MS Office, CRM systems, and loan processing tools.

Interested individuals can apply here or share resume to hr@lancetechsolutions.com

Job Type: Full-time

Pay: Up to ₹300,000.00 per year

Work Location: In person