Relationship Manager-Home loan

Position Title: Relationship Manager - Home Loan Sales DSA
Department: Sales
Location: Hyderabad, Delhi, Noida, Gurugram
Reports To: Area Sales Manager
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.
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.
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.
o Prior experience managing DSAs or sales teams is a plus.
 Key Skills:
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.
 Technical Skills:
o Familiarity with MS Office, CRM tools, and loan processing software.

Work arrangement
No