Role & responsibilities

- Generate home loan leads through outbound calling and other sourcing activities.
- Achieve assigned monthly sales and business targets.
- Identify potential customers and assess their loan requirements.
- Explain home loan products, interest rates, eligibility criteria, and benefits to customers.
- Convert leads into loan applications and disbursements.
- Maintain regular follow-up with prospects for lead conversion.
- Collect and verify customer documents as per bank guidelines.
- Ensure completion of KYC and compliance requirements.
- Coordinate with credit, operations, legal, and technical teams for loan processing.
- Track loan applications from login to disbursement stage.
- Build and maintain solid customer relationships.
- Provide prompt resolution to customer queries and concerns.
- Cross-sell banking products such as insurance, credit cards, accounts, and investments.
- Maintain accurate records of customer interactions and sales activities in CRM.
- Prepare and submit daily, weekly, and monthly sales reports.
- Monitor competitor products and market trends.

Preferred candidate profile 2 - 7 years of experience in banking/customer service

AgeLess than 28 Years

📌 Walk In Drive For Elite Banker HH Outbound/Platinum banker HH Outbound (Hyderabad)
🏢 Kotak Mahindra Bank
📍 Hyderabad