Relationship Manager – Mortgage Sales

Roles & Responsibilities:

1. Area/ Lane /Geography Mapping:

Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with

the help of supervisor. Identify new sources in the allocated Area/ Geography and

inform the progress to reporting manager during team huddle.

2. Source Relationship Management:

Responsible for managing the relationship with all sources assigned and identified by

him in his geography/area.

3. Maintain Reports:

Responsible for maintaining reports related to sales and all his activities in the

prescribed format. Should maintain diary on daily basis in the prescribed format of

activities.

4. Channel Partner Recruitment:

Responsible for identifying the need for appointment of a channel partner

5. Team Huddle:

Responsible for attending team huddle on a daily basis as per the set process.

6. Customer Relationship Management:

Responsible for enhancing the customer experience by developing and maintaining

relationship with customers.

7. Completion of File:

Responsible for submission of complete application form, documentations and

information

Desired candidate profile:

1. Must be a graduate from any stream. BFSI experience will be given preference.

2. Should have minimum 4 years of experience in BFSI or NBFC sales

3. Open to travel. Must have a Two Wheeler.

4. Must have good communication skills