Role - Location Head - Mortgage - Home Loan
Purpose: Will be responsible for meeting team targets employee retention and achieving efficiency
of assigned geography employees and sources while keeping the team motivated and engaged.
Job Description:
Team Management and Development
Responsible for maintaining a culture of fairness openness happiness and transparency. Should
be accessible to his in-direct reports in case of escalations and maintain smooth
interdepartmental functioning with adherence to processes. Create an encouraging
environment and motivate the team to achieve their professional and personal goals. Identifying
the high potential employees and coaching them for next level.
Implementation of Geography mapping
Responsible for allocation of geography at all levels. Should train and coach the AM and TM on
area mapping and auditing of geography. Should audit and review the progress of area mapping
on regular intervals.
Project Approvals for the entire team/location.
Is responsible for approvals of all projects pertaining to his respective teams. Would
maintain an MIS and would be the link between developers and HDFC Legal team for
completion of documents and timely approvals.
Performance Review.
Monthly review of AM. Coaching of AM and TM in conducting monthly reviews
Goal setting of the AM and assist in goal setting of TM.
Coach and assist AM and TM in conducting SO Reviews. TM to focus on performing SOs
and AM to focus on new and underperforming SOs.
Has to conduct monthly reviews and set goal sheets for all NPE SOs.
Category A & B Source Relationship Management.
o Relationship Management- Is responsible for all sources in his geographic area with a
special focus on Cat A and B sources
Self employed and High Value Employed Loans
a. Self Employed Business- He/she would be responsible for facilitating self employed
business and constantly increase its percentage contribution. Would coordinate
with HDFC self employed HUB for faster processing of all Self employed cases.
b. High Vale Business- Responsible for follow-up and approvals of all High Values loans
in his/her respective branches
Resolve Disbursement Related Issues.
o Disbursements- Would be responsible for implementation of the disbursement process
at HSPL and HDFC.
BSA approvals for the team/location.
Channel Partner Empanelment Approval- Would be responsible for approving empanelment of
all new channel partners.
Conduct Town hall for the location on 1 st and 16 th working day of the month in absence of SM
Market Intelligence-
o Will be responsible for data on competition and markets. Will be responsible to send
market share reports to HO on a monthly basis.
o Should investigate and find out latest changes/updates in competitors product related
to policies rates etc.
o Should collect data related to latest updates in real estate market in terms of future
projects new launches pricing trends sales trend bulk bookings etc.
Marketing Campaigns and events- Organize execute and monitor performance of the launched
schemes/offers marketing activities like BT HIL Reference campaign etc.
JD Implementation - Responsible for JD implementation of all down-line hierarchys.
Good To Have
Should have working knowledge of MS Office.
Required Skills:
Team ManagementPerformance AnalysisRelationship BuildingRelationship ManagementMortgage LoanHome Loan
Location Head Mortgage Sales • Kanpur Nagar, Uttar Pradesh, India
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