Key Responsibilities:

Sales & Business Development:

- Achieve sales targets for home loans through a network of DSAs.

- Identify and onboard new DSAs to expand the sales network.

- Develop and implement strategies to generate leads and convert them into home loan sales.

- Provide guidance to DSAs on improving their sales pitch and techniques.

Customer Relationship Management:

- Build solid relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.

- Address customer queries and concerns promptly, ensuring customer satisfaction.

- Coordinate with the processing team to ensure smooth loan approval and disbursement.

Loan Process Management:

- Support DSAs in gathering all necessary documentation for loan applications.

- Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.

- Work with credit teams to ensure timely loan approvals and disbursements.

Market Knowledge:

- Keep up-to-date with industry trends, competitor products, and market conditions.





- Share insights with the sales team to identify new business opportunities and improve sales strategies.

Reporting & Compliance:

- Track and report on sales progress for both individual DSAs and the team as a whole.

- Ensure that all DSA activities are in compliance with regulatory requirements and company policies.

- Maintain and update customer data and sales records in CRM systems.

Requirements

Educational Qualification: Graduate in any discipline. A background in finance, sales, or marketing is preferred.

Experience:

Minimum 1-3 years of experience in home loan sales or financial product sales. Prior experience managing DSAs or sales teams is a plus.

Key Skills:

Strong interpersonal and communication skills. Good negotiation skills and the ability to close deals. Strong relationship-building capabilities. Knowledge of home loan products, interest rates, and market trends. Ability to provide mentorship and support to sales agents.

Technical Skills:

Familiarity with MS Office, CRM tools, and loan processing software.

📌 Require a Relationship Manager - Home loan sales in Nashik
🏢 TestHiring
📍 Nashik