Relationship Manager

Basic Enterprises; Mumbai, Pune District, Gurugram District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Basic Enterprises is seeking a Relationship Manager for Home Loan Sales to drive growth through a network of Direct Sales Agents (DSAs) in Pune, Mumbai and Gurgaon. You will support DSAs to hit targets and ensure a smooth loan process for customers.

You will mentor DSAs, develop lead-generation strategies, coordinate with processing and credit teams, and maintain CRM data while staying compliant with regulations.

Qualifications

• Graduate degree in any discipline; finance/sales background preferred.
• 2–3 years of experience in home loan or financial product sales.
• Experience managing DSAs or sales teams is a plus.

Responsibilities

• Achieve sales targets for home loans through DSAs.
• Identify and onboard new DSAs to expand the network.
• Develop strategies to generate leads and convert them into home loan sales.
• Provide guidance to DSAs on improving their sales pitch and techniques.
• Build strong relationships with potential home loan customers and ensure a positive experience.
• Coordinate with the processing team to ensure smooth loan approvals and disbursements.
• Support DSAs in gathering documentation for loan applications and ensure compliance.
• Track and report on sales progress; maintain CRM data and records.

Skills

Interpersonal skills

Communication skills

Negotiation & closing

Relationship building

Mentoring sales agents

Home loan knowledge

Education

Graduate degree

Tools

MS Office

CRM tools

Loan processing software

Job description

Position Title : Relationship Manager - Home Loan Sales
Department : Sales
Location : Pune/Mumbai/Gurgaon
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:

• 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.

1. 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.

1. 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.

1. 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.

1. 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.

Skills and Qualifications:

• Educational Qualification : Graduate in any discipline. A background in finance, sales, or marketing is preferred.
• Experience :
• Minimum 2-3 years of experience in home loan sales or financial product 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.