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.
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 current hiring.
Conduct regular 1:1s and performance reviews; manage underperformance.
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




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
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
Robust 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