Job Description

Key Responsibilities

Acquire clients for

mortgage/home loan products

through field visits and referrals Build and manage relationships with

HNI clients

, insurance holders, and wealth customers Collaborate with internal teams for

loan documentation and processing

Achieve monthly

sales targets

and contribute to branch-level growth Conduct

financial consultations

, client meetings, and follow-ups Maintain accurate records of client interactions and documentation Stay informed on

market trends

, competitor offerings, and regulatory updates

Required Skills

Proven success in

wealth

,

insurance

, or

mortgage sales

Strong

sales acumen

and client relationship management Excellent

communication

and

negotiation

skills Ability to work

independently

in a field environment Familiarity with

loan documentation

and financial products Goal-oriented, proactive, and resilient personality

Eligibility Criteria

Education

: Graduate in any discipline (MBA/PGDM preferred but not mandatory)

Experience

: 2-5 years in

mortgage

,

insurance

,

wealth management

, or

financial services

Industry Preference

: BFSI sector (Banking, Financial Services, Insurance)

Profile Type

: Field Sales - must be comfortable with client visits and outdoor sales activities
Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹50,000.00 per month

Education:

Bachelor's (Required)
Experience:

Field sales: 1 year (Required) Client Acquisition & Relationship Management: 1 year (Required) Loan Documentation Knowledge (Home Loan/Mortgage): 1 year (Required) Target Achievement & Sales Performance Tracking: 1 year (Required) HNI Client Handling & Financial Consultation: 1 year (Required) Financial Product (Home Loans, Insurance, Wealth Tools): 1 year (Required) Target Achievement & Sales Performance: 1 year (Required) Strong Verbal Communication & Negotiation Skills: 1 year (Required) Team Collaboration with Credit & Operations: 1 year (Required) Ability to Work Independently in Field Conditions: 1 year (Required) BFSI sector(Mortgage,Insurance orWealth Management): 1 year (Required)
Language:

Hindi, English (Required)
Work Location: In person