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 robust relationships with customers from the initial inquiry to loan disbursement.
- Provide excellent customer service and ensure all queries are addressed promptly.

Loan Process Management : 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.
- Analyze customer feedback and provide insights for product development.

Application Question(s): Education :

- Bachelor's (required)

Experience :

- Sales & Business Development: 5 years (required)
- Customer relationship management: 5 years (required)
- Loan Process Management: 5 years (required)
- Market Knowledge: 5 years (required)
- active DSA/DST network in the local market : 5 years (required)
- HL /LAP domain : 5 years (required)

Language :

- Fluent in English (required)

Work Location: In person

📌 Relationship Manager-home Loans (Mumbai)
🏢 Trusafe HR Solution
📍 Mumbai