Home Loan Executive
- Placify Consulting
- 20 Positions
- Delhi, NCR
- 1 month ago
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Job Description
- Sales & Business Development:
- Achieve sales targets for home loans through a network of DSAs.
- Identify and onboard new DSAs to expand the sales network.
- Develop and implement strategies to generate leads and convert them into home loan sales.
- Provide guidance to DSAs on improving their sales pitch and techniques.
- Customer Relationship Management:
- Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.
- Address customer queries and concerns promptly, ensuring customer satisfaction.
- Coordinate with the processing team to ensure smooth loan approval and disbursement.
- Loan Process Management:
- Support DSAs in gathering all necessary documentation for loan applications.
- Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.
- Work with credit teams to ensure timely loan approvals and disbursements.
- Market Knowledge:
- Keep up-to-date with industry trends, competitor products, and market conditions.
- Share insights with the sales team to identify new business opportunities and improve sales strategies.
- Reporting & Compliance:
- Track and report on sales progress for both individual DSAs and the team as a whole.
- Ensure that all DSA activities are in compliance with regulatory requirements and company policies.
- Maintain and update customer data and sales records in CRM systems.
- Educational Qualification: Graduate in any discipline. A background in finance, sales, or marketing is preferred.
- Experience:
- Minimum 1-3 years of experience in home loan sales.
- Prior experience managing DSAs or sales teams is a plus.
- Key Skills:
- Strong interpersonal and communication skills.
- Good negotiation skills and the ability to close deals.
- Strong relationship-building capabilities.
- Knowledge of home loan products, interest rates, and market trends.
- Ability to provide mentorship and support to sales agents.
- Technical Skills:
- Familiarity with MS Office, CRM tools, and loan processing software.
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:
Skills and Qualifications:
Employement Category:
Employement Type: Full timeIndustry: FinTechRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Home Loan ExecutiveContact Details:
Company: Placify ConsultingLocation(s): Delhi, NCR
Keyskills: field sales sales outside sales home loans direct sales
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