Identify and onboard new clients seeking home loan solutions via referrals, networking, and market outreach.
Build and nurture long-term relationships with clients to ensure repeat business and customer loyalty.
Conduct client meetings to assess financing needs and recommend suitable loan products.
Achieve individual and team sales targets by converting leads into successful loan applications.
Deliver tailored presentations and proposals based on clients' financial profiles.
Guide clients through the complete loan application process, including documentation, processing, and approval.
Collaborate with internal departments (credit, risk, operations) to ensure timely loan disbursement.
Stay updated on market trends, competitor offerings, and regulatory changes.
Maintain accurate records of client interactions and loan documentation.
Ensure compliance with company policies and regulatory standards.
Education & Experience
Bachelor's degree (Graduate) in any discipline is mandatory.
2-5 years of experience in home loan sales, preferably through DSA or banking channels.
Proven track record of meeting or exceeding sales targets in financial services.
Qualifications & Skills
Education:
Graduate (mandatory).
Experience:
2-3 years in Home Loans / LAP / Business Loans.
Strong knowledge of
DSA & banking channels.
Excellent communication, negotiation, and relationship management skills.
Ability to work independently and achieve targets in a competitive environment.
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹50,000.00 per month
Education:
Bachelor's (Required)
Experience:
Home Loan Sales/ Loan Against Property (LAP) : 2 years (Required)
Business Loan (BL) Product Knowledge: 2 years (Required)
Client Acquisition & Relationship Management: 2 years (Required)
DSA & Banking Channel Sales/ Sales Target Achievement: 2 years (Required)
Loan Documentation & Processing: 2 years (Required)
Regulatory Compliance Knowledge: 2 years (Required)
CRM or Loan Management System Proficiency: 2 years (Required)
Understanding of Market Trends & Competitor Analysis: 2 years (Required)
Team Collaboration (Credit, Risk, Operations): 2 years (Required)
Market Research & Lead Generation: 2 years (Required)
Language:
English (Required)
Work Location: In person
Speak with the employer
+91 7347472917
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