Site manager/ Sales manager

Site Manager / Sales Manager – Home & Property Loans
Company: STeam Tranzact Consulting Pvt. Ltd.
Industry: Financial Services / Loan Consultancy
Job Type: Full-Time
Experience: 1–3 Years in Sales / Banking / Financial Services / Real Estate preferred
Location: Mumbai, Maharashtra
Salary: As per market standards + Incentives (depending on experience and performance)
About the Company
STeam Tranzact Consulting Pvt. Ltd. is a financial consulting and debt syndication firm specializing in real estate and SME funding solutions. We assist customers in finding suitable financing solutions and provide end-to-end support throughout the loan process.
Job Summary
We are looking for a Site Manager / Sales Manager who will be responsible for managing day-to-day site/office activities, handling customer enquiries, generating and following up on leads, and driving loan sales.
The ideal candidate should have good communication skills, a sales-oriented approach, and the ability to build strong relationships with customers and channel partners.
Key Responsibilities
- Handle and manage daily operations at the assigned site/office.
- Generate leads for home loans, loan against property, mortgage loans and other financial products.
- Follow up with leads through calls, WhatsApp and meetings.
- Understand customers' financial requirements and recommend suitable loan solutions.
- Meet prospective customers and explain loan products, eligibility, documentation and process.
- Convert qualified leads into successful loan cases.
- Coordinate with customers for collection of required documents.
- Maintain regular follow-ups with customers throughout the loan process.
- Coordinate with banks, financial institutions and internal teams for case processing.
- Maintain accurate records of leads, follow-ups, applications and conversions.
- Develop relationships with builders, property consultants, brokers, channel partners and other potential lead sources.
- Achieve monthly sales and lead-conversion targets.
- Prepare regular sales and follow-up reports for management.
- Ensure a smooth and professional customer experience from enquiry to disbursement.
Requirements
- Graduate in any discipline.
- 1–3 years of experience in sales, banking, financial services, loans, real estate or insurance preferred.
- Freshers with strong communication and sales skills may also be considered.
- Good verbal and written communication skills.
- Strong convincing and negotiation abilities.
- Comfortable making outbound calls and meeting customers.
- Target-oriented and self-motivated.
- Basic knowledge of MS Office / Google Sheets.
- Ability to manage multiple customers and follow-ups simultaneously.
- Candidates with experience in home loans, LAP, mortgage or DSA sales will be preferred.
Key Skills
Sales & Business Development | Lead Generation | Customer Relationship Management | Loan Sales | Follow-ups | Negotiation | Communication | Target Achievement | Banking & Financial Products | Channel Partner Management
What We Offer
- Fixed monthly salary
- Performance-based incentives
- Opportunity to grow in the financial services industry
- Hands-on experience in home loans and property finance
- Opportunity to work with banks and financial institutions
- Supportive and growth-oriented work environment
How to Apply
Interested candidates can apply with their updated resume and mention their relevant sales/financial services experience.
Can share your resume at hr@steamtranzact.com

Work arrangement
No