Relationship Manager – Home Loan Sales (DST) Department: Sales

Location: Bangalore | Hyderabad | Pune | Mumbai | Gurgaon

Reports To: Area Sales Manager

Job Summary The Relationship Manager – Home Loan Sales (DST) is responsible for generating home loan business through direct sales activities and relationship management. The role involves acquiring new customers, managing customer relationships, supporting the loan application process, and achieving assigned sales targets while delivering a positive customer experience.

Key ResponsibilitiesSales & Business Development

- Generate home loan business through direct sales activities, referrals, and lead generation.
- Achieve assigned monthly and quarterly sales targets.
- Build and maintain relationships with builders, real estate agents, channel partners, and other referral sources.
- Identify prospective customers through field visits, tele-calling, customer referrals, and other approved lead generation activities.
- Promote home loan products in accordance with company policies and guidelines.

Customer Relationship Management
- Build and maintain customer relationships from initial enquiry through loan disbursement.
- Provide customers with information on home loan products, eligibility criteria, documentation requirements, and the application process.
- Respond to customer enquiries in a timely and professional manner.
- Support customers throughout the loan process to ensure a smooth experience.

Loan Process Management
- Assist customers with loan applications and required documentation.
- Coordinate with internal teams to facilitate the timely processing of loan applications.
- Monitor application progress and provide customers with updates on the status of their applications.
- Support the loan disbursement process by ensuring all required documentation is completed.

Market Awareness




- Stay informed about market trends, home loan products, and competitor offerings.
- Share market feedback and customer insights with the sales team.
- Identify opportunities to expand business within the assigned territory.

Documentation & Compliance
- Ensure customer documentation is complete and accurate.
- Follow Know Your Customer (KYC) requirements and internal compliance procedures.
- Maintain accurate records in accordance with company policies.

Reporting
- Prepare daily, weekly, and monthly sales activity reports.
- Monitor progress against assigned targets.
- Record customer interactions and maintain relevant sales information.

QualificationsEducation
- Graduate or Postgraduate in any discipline.
- A background in Finance, Banking, Business, or Sales is an advantage.

Experience
- 2–3 years of experience in sales, preferably in home loans, mortgage products, banking, or financial services.
- Experience in direct sales and customer relationship management is preferred.

Skills
- Good communication and interpersonal skills.
- Relationship management and customer service skills.
- Negotiation and presentation skills.
- Ability to work independently and as part of a team.
- Basic understanding of home loan products and lending processes.
- Knowledge of KYC requirements and documentation procedures.
- Proficiency in Microsoft Office applications.
- Experience using CRM systems is an advantage.

Personal Attributes
- Customer-focused approach.
- Good organisational and time management skills.
- Ability to work in a target-based environment.
- Problem-solving skills and attention to detail.
- Willingness to travel within the assigned area, where required.

Work Setting
- Full-time position.
- Combination of office-based and field sales activities.
- Customer meetings and site visits may be required as part of the role.

📌 Relationship Manager - Home Loan Sales (DST) (Mumbai)
🏢 Helios Systems Asia
📍 Mumbai