Field Relationship Manager

Roles & Responsibilities- FRMs/KAMs
Role Overview:

We are seeking a proactive and field-oriented Sales Executive to drive B2B engagement with Home Loan Channel Partners (HLCs) and Direct Selling Agents (DSAs). This role involves meeting partners on-ground, enabling conversions, managing documentation, and maintaining strong follow-ups and reporting structures.

Key Responsibilities:

• Conduct scheduled meetings with HLCs/DSAs as per the calendar shared by the onboarding team or city head.
• Independently collect DSA location details for unscheduled meetings or field visits.
• Carry the Memorandum of Understanding (MoU) as needed; sign and hand it over to the respective DSA partner.
• Make regular visits to RACPCs (Retail Asset Central Processing Centres) and offsite locations to meet with DSAs and HLCs.
• Act as the primary point of contact for on-ground support, ensuring smooth operations and resolution of issues for partner DSAs.
• Maintain strong follow-up for conversions and support DSAs through the entire sales funnel from lead generation to file disbursal.
• Update and maintain trackers/reports on:
• Monthly business expectations
• File status (login to disbursal stage)
• Send daily email updates and reports to the reporting manager or city head.
• Coordinate closely with RACPC NB coordinators to ensure seamless backend processing.
• Identify whether DSAs are sourcing files under their individual codes or using a corporate DSA code.
• Gather regular insights on competitor activity and share relevant market feedback from the field.
  

Requirements:

• Graduate in any discipline; MBA preferred.
• 1-3 years of experience in B2B field sales, preferably in BFSI, real estate, or housing loan segments.
• Strong understanding of DSA/HLC ecosystems and channel sales.
• Good interpersonal and communication skills.
• Willingness to travel extensively within the city.
• Proficient in MS Excel and daily reporting.
  
  What We Offer:
• Competitive salary with attractive incentives.
• Exposure to a high-growth, tech-driven real estate company.
• Opportunity to work closely with key business stakeholders.
• Career progression and learning in a dynamic sales environment.