Role Summary

This is a dual-charter role combining front-line sales leadership with day-to-day operational control of the mortgage desk. The individual is responsible for driving the sales team's targets while ensuring every file moves cleanly through processing, bank submission, and closing deal.

1. Sales Leadership

- Coach mortgage consultants on client conversations, objection handling, and closing techniques
- Review pipeline weekly with each team member; identify stuck deals and unblock them
- Onboard, train, and ramp up new hiring.
- Conduct regular 1:1s and performance reviews; manage underperformance.

2. Operations Management

- Own the end-to-end file lifecycle: document collection, bank submission, follow-up, approval, and disbursement
- Maintain and enforce SOPs for file processing to reduce turnaround time and errors
- Act as the escalation point for stuck or rejected cases with banks/lenders
- Manage relationships with bank relationship managers and credit teams to speed up approvals
- Track and report key operational metrics: TAT per file, approval rate, rejection reasons, pending documentation
- Maintain CRM hygiene accurate, up-to-date records for every lead and active file

3. Cross-Functional Coordination





- Bridge the gap between sales and processing so handoffs are clean and nothing falls through the cracks
- Coordinate with marketing on lead quality and volume feedback
- Liaise with senior management on capacity planning, hiring needs, and process improvements
- Flag systemic issues (recurring bank delays, documentation gaps, lead quality problems) with data, not anecdotes

4. Reporting

- Weekly sales and pipeline report to management
- Monthly operational report: TAT, approval/rejection rates, revenue by consultant, client satisfaction issues

Preferred candidate profile

- Prior experience in banking sales, ideally in a leadership or supervisory capacity.
- Solid working knowledge of bank mortgage products, approval processes.
- Proven ability to manage a team against targets while also owning operational execution
- Comfortable working with CRM systems and pulling reporting/metrics independently
- Strong relationship-management skills both with clients and bank counterparts
- High attention to detail; low tolerance for process breakdowns that delay client files

📌 Team Lead-Manager (Noida)
🏢 Rajender Prasad
📍 Noida