Job Description

1. Mortgage Loan Sales Performance

Achieve daily, weekly, and monthly sales and disbursement targets for home loans and LAP Focus on quality approvals and high-value disbursements Maintain balanced performance across banks and mortgage products Ensure revenue and payout targets are consistently met

2. Lead Generation and Customer Acquisition

Generate leads through open market, referrals, and corporate tie-ups Approach potential customers in residential projects, societies, and commercial areas Build strong referral network for repeat mortgage business Convert qualified leads into approved mortgage applications

3. Customer Advisory and Product Consultation

Understand customer property, financial status, and loan requirements Explain mortgage products, interest rates, EMI, tenure, processing fees, and other charges Recommend the most suitable loan product and lender Maintain ethical, transparent, and client-focused advisory

4. Documentation and Compliance

Collect complete KYC, property documents, income proofs, and other required documents Verify eligibility as per bank/NBFC and DSA guidelines Ensure zero fake, incomplete, or non-compliant documentation Adhere to all regulatory and internal compliance standards

5. Follow Ups and Case Management

Follow up with clients for pending documents or clarifications Track applications from submission to approval and disbursement Coordinate with operations, credit, and lender teams for smooth processing

6. Field Activity and Market Coverage

Conduct daily field visits to assigned areas, projects, and societies Identify high-potential locations and property developers for mortgage tie-ups Maintain consistent market presence and visibility

7. Reporting and MIS

Submit daily, weekly, and monthly sales and activity reports Update CRM or tracking sheets accurately Track pipeline, approvals, rejections, and disbursements

8. Relationship Management

Build and maintain strong relationships with customers, property developers, and bank/NBFC officials Act as escalation point for client issues Support smooth communication between client and operations

9. Brand Representation and Ethics

Represent company and lender brands professionally Ensure ethical selling practices, avoiding mis-selling Maintain high client trust and satisfaction
Job Type: Permanent

Pay: ₹250,000.00 - ₹400,000.00 per year

Benefits:

Health insurance Provident Fund
Experience:

Loan: 1 year (Required) Banking: 2 years (Required) Field sales: 2 years (Preferred)
Work Location: In person