Area Manager – Cross Sell

Company Overview

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Job Summary

We are seeking a result-oriented and self-motivated professional for the role of Area Manager – Cross Sell. The incumbent will be responsible for sourcing Loan Against Property (LAP) and Mortgage loans through Direct Sales Teams (DST), connectors, and direct channels, including branch and tele-sales leads. The role will also focus on cross-selling other financial products to existing customers.

Responsibilities

• Source LAP/Mortgage loans through Direct Sales Team (DST), connectors, and branch-generated leads.
• Utilize tele-sales leads, walk-ins, and existing customer base to generate business.
• Drive cross-sell by pitching relevant loan products (e.g., Personal Loan, Business Loan) to LAP/Mortgage customers.
• Engage with internal teams, including branches and tele-calling units for lead generation and conversions.
• Ensure timely login, processing, and disbursement of files.
• Track and report performance metrics on a regular basis.
• Ensure adherence to internal compliance and regulatory norms.
• Stay updated on market trends and competitor activities.

Qualifications

• Minimum 2 years of experience in LAP/Mortgage sales.
• Hands-on experience in direct sourcing through DST, connectors, and direct channels.
• Proven ability to cross-sell loan products.
• Good communication, interpersonal, and relationship management skills.
• Strong understanding of secured loan documentation and process.
• Ability to work independently and meet sales targets.

Preferred Skills

• Experience in financial services and knowledge of market dynamics in the loan sector.
• Familiarity with regulatory requirements pertaining to mortgage lending.
• Proficiency in using CRM software for managing sales leads and customer relationships.

Experience

• Minimum of 3 years in LAP/Mortgage sales.

Environment

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Salary

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Growth Opportunities

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Benefits

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