AM - Strategy - Loans

PropertyPistol Pvt. Ltd.; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

PropertyPistol Pvt. Ltd.

in Navi Mumbai invites applications for an Assistant Manager – Home Loans to oversee the entire loan lifecycle from lead allocation to disbursement, ensuring timely resolution of discrepancies and robust reporting. The role emphasizes process governance, MIS dashboards, and incentive management, requiring 3+ years in home loans and strong Excel/Sheets skills to drive performance and control.

Qualifications

• 3+ years of experience in Home Loans or related field.
• Experience with data reconciliation and incentive management.
• Proficient in MS Excel and Google Sheets for MIS reporting and dashboards.
• Experience in establishing process borders and governance in Home Loans.

Responsibilities

• Manage and monitor the complete Home Loan lifecycle from lead allocation to disbursement.
• Establish standardized operating procedures; identify gaps and drive improvements for strong controls.
• Maintain dashboards and reconcile data across CRM and reports; generate insights for decisions.
• Track non-collected cases and coordinate incentive release and recovery with Finance.
• Identify opportunities for automation and process improvements to prevent lead leakage.

Skills

Data reconciliation

Incentive management

Business reporting

Process improvement

Tools

MS Excel

Google Sheets

Job description

Job Title: Assistant Manager – Home Loans Strategy Department: Home Loans Location: Juinagar, Navi Mumbai Minimum Experience: 3+ Years

Key Responsibilities

• Home Loans Manage and monitor the complete Home Loan lead lifecycle from lead allocation to disbursement. Track loan applications, sanctions, disbursements, collections, and closures. Take Daily Huddle with the Home Loans Team to understand their day to day plan andunderstand their daily plans and aligned Logins and Disbursement. Ensure timely resolution of operational discrepancies and reporting gaps. Monitor lead utilization and support efficient lead distribution planning.
• Process Management & Governance Establish and maintain standardized operating procedures across the Home Loans business. Identify process gaps, lead leakages, and operational inefficiencies. Drive corrective actions and process improvements to strengthen business controls. Ensure adherence to operational guidelines and reporting standards.
• MIS, Productivity & Reporting Maintain business dashboards and performance trackers. Reconcile business data across CRM, Sales MIS, and operational reports. Generate actionable insights to support management decision-making. Ensure accuracy and consistency in all business reporting.
• Financial & Incentive Management Track non-collected and non-invoiced loan cases on a monthly basis and coordinate for timely closures. Support Home Loan P&L reporting through regular data validation and reconciliation. Manage NDC-related activities, including incentive release and recovery tracking. Calculate and validate monthly incentives for Home Loan employees. Coordinate with Finance and Business teams for reporting and operational requirements.

Business Productivity & Improvement Initiatives

• Identify opportunities for automation and operational improvements. Drive initiatives that enhance reporting accuracy, productivity, and process efficiency. Support implementation of business controls to ensure zero lead leakage and accurateperformance tracking.

Key Deliverables

• Accurate and timely Home Loan MIS reporting.
• Zero lead leakage across Home Loan Vertical.
• Effective lead allocation and utilization management.
• Timely and error-free incentive calculations.
• Accurate reconciliation of business and financial data.
• Improved productivity through process optimization and operational controls.
• Reliable reporting for management reviews and business planning.

Skills

• Expertise in data reconciliation, incentive management, and business reporting.
• Experience in process improvement and operational governance.
• Advanced MS Excel and Google Sheets.
• MIS Reporting and Dashboard Management.
• Data Reconciliation and Business Analytics.
• Incentive Management and Performance Tracking.