Role Description Job Title Sales Manager - Mortgages

Business Unit Retail Assets - LAP

Reporting To ASM / RSM

Job Function and Role Type Sales, Individual Contributor, Extensive Travel Required

Version No 2.0

Job Purpose To source mortgage files through internal and external channels and achieve sales targets. To cross-sell products and ensure smooth disbursal processes.

Key Responsibilities Sourcing Files Source files through internal and external channels.

Assist customers with login to disbursal formalities.

Liaise with customers, operations, credit, and CPU for smooth disbursal.

Conduct lead generation activities and ensure quality improvement.

Personally meet at least 10 customers monthly and update CRM.

Cross Selling Ensure full insurance coverage at disbursal.

Engage with customers for cross-sell opportunities.





Coordinate with insurance partners and address customer queries.

Channel Management Meet branches and update Cogent system.

Conduct joint calls, review leads, and provide feedback.

Deliver product training and updates on offers and rates.

Engage and train DSA channels to improve file sourcing.

Education Graduation in Marketing or Sales; Post-graduation preferred.

Certifications None specified.

Key Competencies Retail sales, networking, team management, sales influencing, communication.

Major Stakeholders Customers, branch banking team, DSA, operations, credit, marketing, product team, insurance partners.

📌 Sales Mgr-Mortgages (Thane)
🏢 HDFC Bank
📍 Thane