Job Title
Sales Manager - Mortgages
Business Unit
Retail Assets - LAP
Reporting To
ASM / RSM
Job Function and Role Type
Sales, Individual Contributor, Extensive Travel Required
Version No
2.0
Job Purpose
To source mortgage files through internal and external channels and achieve sales targets. To cross-sell products and ensure smooth disbursal processes.
Key Responsibilities
Sourcing Files
Source files through internal and external channels.
Assist customers with login to disbursal formalities.
Liaise with customers, operations, credit, and CPU for smooth disbursal.
Conduct lead generation activities and ensure quality improvement.
Personally meet at least 10 customers monthly and update CRM.
Cross Selling
Ensure full insurance coverage at disbursal.
Engage with customers for cross-sell opportunities.
Coordinate with insurance partners and address customer queries.
Channel Management
Meet branches and update Cogent system.
Conduct joint calls, review leads, and provide feedback.
Deliver product training and updates on offers and rates.
Engage and train DSA channels to improve file sourcing.
Education:
Graduation in Marketing or Sales; Post-graduation preferred.
Certifications:
None specified.
Key Competencies
Retail sales, networking, team management, sales influencing, communication.
Major Stakeholders
Customers, branch banking team, DSA, operations, credit, marketing, product team, insurance partners.
