Key Responsibilities:

Sales & Business Development:

- Generate and close home loan sales through direct marketing and referrals.

- Identify and onboard consultants to expand sales network.

- Meet monthly and quarterly sales targets for home loan products.

- Build and maintain relationships with builders, real estate agents, consultants, CA and other stakeholders to generate leads.

- Prospect potential customers through various channels, including tele-calling, customer visits, and online lead generation.

Customer Relationship Management
- Build and maintain solid relationships with customers from the initial inquiry to loan disbursement.

- Provide excellent customer service and ensure all queries are addressed promptly.

- Educate customers on loan products, interest rates, and the application process.

Loan Process Management
- Assist customers in completing loan applications and gathering necessary documentation.

- Coordinate with the credit team to ensure timely processing and approval of home loan applications.

- Track the loan application status and ensure smooth disbursement by working with relevant teams.

Market Knowledge
- Keep up-to-date with market trends, product offerings, and competitor activities.





- Provide valuable insights and feedback to the sales team and product heads regarding market conditions and customer preferences.

Documentation & Compliance:
- Ensure proper documentation and KYC (Know Your Customer) compliance.

- Follow up on loan documentation and ensure all documentation is complete and accurate for successful loan approval.

Reporting & Analytics:
- Maintain and report daily, weekly, and monthly sales progress.

- Track individual performance against targets and ensure alignment with organizational goals.

- Analyse customer feedback and provide insights for product development.

Requirements

1.candidates who have exp in HL /LAP domain only ( HL IMP ) not in insurance or general sales
- Do not consider relocated candidates the candidates should have a active DSA/DST network in the local market.
- Do not consider the candidates from Ambak , HDFC Sales
- Min Cibil score - 630, Max Age - 45
- Taregt for ASM - 4 CR Individual
- Target for RM- Min 1 CR
- RM & SRM will be on 3 party pay roll i.e. Excelled HR for initial 3 months only after that they will be converted into company pay roll
- ASM will be on company payroll

📌 Require a Relationship Manager - Home Loan Sales in Pune
🏢 TestHiring
📍 Pune