Key Responsibilities:
1. Sales && Business Development:
o Generate and close home loan sales through direct marketing and referrals.
o Identify and onboard consultants to expand sales network
o Meet monthly and quarterly sales targets for home loan products.
o Build and maintain relationships with builders, real estate agents, consultants, CA
and other stakeholders to generate leads.
o Prospect potential customers through various channels, including tele-calling,
customer visits, and online lead generation.
2. Customer Relationship Management:
o Build and maintain strong relationships with customers from the initial inquiry to
loan disbursement.
o Provide excellent customer service and ensure all queries are addressed promptly.
o Educate customers on loan products, interest rates, and the application process.
3. Loan Process Management:
o Assist customers in completing loan applications and gathering necessary
documentation.
o Coordinate with the credit team to ensure timely processing and approval of home
loan applications.
o Track the loan application status and ensure smooth disbursement by working with
relevant teams.
4. Market Knowledge:
o Keep up-to-date with market trends, product offerings, and competitor activities.
o Provide valuable insights and feedback to the sales team and product heads
regarding market conditions and customer preferences.
5. Documentation && Compliance:
o Ensure proper documentation and KYC (Know Your Customer) compliance.
o Follow up on loan documentation and ensure all documentation is complete and
accurate for successful loan approval.
6. Reporting && Analytics:
o Maintain and report daily, weekly, and monthly sales progress.
o Track individual performance against targets and ensure alignment with
organizational goals.
o Analyze customer feedback and provide insights for product development.
Key Skills:
o Excellent communication and interpersonal skills.
o Strong negotiation and persuasion abilities.
o Ability to work independently and as part of a team.
Work Environment:
Full-time role with flexibility in working hours.
Combination of in-office and field work (customer meetings and site visits).

Keyskills: loan sales field sales housing loan