Relationship Manager

Company Description

At Credi Flex, we operate as a premier channel sales partner for leading banks and financial institutions, specializing in mortgage distribution. Our strategic alliances enable us to offer a wide array of home loan and loan against property solutions tailored to diverse customer needs. Leveraging our deep market insights and an extensive partner network, we simplify the loan acquisition process for clients while delivering high-quality leads and seamless onboarding for our lending partners. Our focus remains on transparency, speed, and customer satisfaction—ensuring a smooth journey from application to disbursal.

Role Description

Sales Manager

As part of our mortgage sales team, the Sales Manager will be responsible for:

• Sourcing and acquiring customers

  for home loans, LAP, and mortgage-linked products through direct visits, channel partners, builder relationships, and referral networks.

• Maintaining strong relationships

  with clients, ensuring a consultative and customer-centric approach throughout the loan process.

• Coordinating with lending partners

  (Banks/NBFCs) to ensure timely processing, documentation, and disbursal of loans.

• Achieving individual sales targets

  in line with the company’s mortgage sales objectives.

• Keeping abreast of local real estate trends

  and actively identifying new business opportunities in the region.

• Collaborating with internal teams

  to ensure smooth customer experience and post-sales support.

• Ensuring compliance

  with regulatory and institutional guidelines during the sourcing process.

Qualifications

• Proven experience in mortgage sales
• Strong understanding of mortgages
• Good communication, negotiation, and presentation skills
• Ability to build and maintain client relationships
• Ability to work as part of a team