Relationship Manager Sales

Job Description

Job Summary:The Relationship Manager for Home Loan Sales (Channel Manager) will be responsible for drivingsales of home loans and related products through direct sales efforts, focusing on relationshipbuilding with potential customers. This role involves meeting sales targets, managing relationshipswith leads, and ensuring that the entire loan process runs smoothly from inquiry to disbursement.The Relationship Manager will work closely with other team members and stakeholders to ensure aseamless customer experience.Key Responsibilities:1. Sales & Business Development:o Generate and close home loan sales through direct marketing and referrals.o Meet monthly and quarterly sales targets for home loan products.o Build and maintain relationships with builders, real estate agents, and otherstakeholders to generate leads.o Prospect potential customers through various channels, including tele-calling,customer visits, and online lead generation.2. Customer Relationship Management:o Build and maintain strong relationships with customers from the initial inquiry toloan disbursement.o Provide excellent customer service and ensure all queries are addressed promptly.o Educate customers on loan products, interest rates, and the application process.3. Loan Process Management:o Assist customers in completing loan applications and gathering necessarydocumentation.o Coordinate with the credit team to ensure timely processing and approval of homeloan applications.o Track the loan application status and ensure smooth disbursement by working withrelevant teams.4. Market Knowledge:o Keep up-to-date with market trends, product offerings, and competitor activities.o Provide valuable insights and feedback to the sales team and product headsregarding market conditions and customer preferences.5. Documentation & Compliance:o Ensure proper documentation and KYC (Know Your Customer) compliance.o Follow up on loan documentation and ensure all documentation is complete andaccurate for successful loan approval.6. Reporting & Analytics:o Maintain and report daily, weekly, and monthly sales progress.o Track individual performance against targets and ensure alignment withorganizational goals.o Analyze customer feedback and provide insights for product development.

Keyskills :
salesmortgage loans