- Generate and convert leads for Home Loan, Loan Against Property (LAP), and related mortgage products.
- Identify and acquire current customers through field visits, referrals, direct sales activities, and channel partners.
- Build and maintain relationships with real estate agents, builders, brokers, and other referral sources.
- Understand customer requirements and recommend suitable home loan products.
- Assist customers throughout the loan application process, including documentation and follow-ups.
- Coordinate with credit, operations, and underwriting teams to ensure smooth loan processing and disbursement.
- Achieve monthly and quarterly sales targets as assigned by the management.
- Conduct market surveys to identify business opportunities and competitor activities.
- Ensure compliance with company policies, regulatory requirements, and documentation standards.
- Maintain accurate records of customer interactions, sales activities, and pipeline status in CRM systems.