Relationship Manager - Home Loan Sales DSA

Position Title : Relationship Manager - Home Loan Sales DSA

Department : Sales

Location : Bangalore / Hyderabad / Pune / Mumbai / Gurgaon

Reports To : Area Sales Manager

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Job Summary :

The Relationship Manager for Home Loan Sales (DSA) will be responsible for driving sales of home loans through a network of Direct Sales Agents. The individual will support DSAs in achieving their sales targets, assist in identifying new business opportunities, and ensure a smooth loan process for customers. This role will also involve providing ongoing guidance and training to DSAs to enhance their performance and ensure high-quality service.

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Key Responsibilities :

1. Sales & Business Development :

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

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

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

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

2. Customer Relationship Management :

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

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

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

3. Loan Process Management :

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

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

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

4. Market Knowledge :

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

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

5. Reporting & Compliance :

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

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

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

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Skills and Qualifications :

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

o Minimum 2-3 years of experience in home loan sales or financial product sales.

o Prior experience managing DSAs or sales teams is a plus.

o Strong interpersonal and communication skills.

o Good negotiation skills and the ability to close deals.

o Strong relationship-building capabilities.

o Knowledge of home loan products, interest rates, and market trends.

o Ability to provide mentorship and support to sales agents.

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

Skills Required

Home Loan