JOB DESCRIPTION
Job Role: Home Loan Executive
Location: Bangalore

Key Skills & Competencies
Lead Management & Conversion: Engage with home loan leads received
through internal channels (platform, CRM, partner inputs) and convert
them into loan applications.
Customer Engagement: Contact and guide customers through the home
loan journey, proactively addressing questions and clarifying product
details.
Product Knowledge & Recommendation: Understand and present various
home loan products and their features to help customers choose the best
solution.
Documentation Support: Ensure accurate collection of documents and
guide customers on requirements for application submission.
Education: Graduate in any discipline; B.Com or Finance-related degree
preferred.
Experience: Minimum 2–4 years of experience in sales, preferably in home
loans, mortgage, financial services, banking, NBFC, or proptech environments.




Experience with internal/home loan lead conversion is a plus.
Technical Skills: Familiarity with CRM tools and basic sales/loan processing
systems.
Qualifications & Experience
Coordination with Internal Teams: Work closely with credit assessment,
operations, and underwriting to support smooth application processing and
minimize turnaround time.
Customer Follow-Up: Conduct timely follow-ups with customers for missing
documentation, status updates, and queries.
Sales Targets & Reporting: Drive achievement of monthly and quarterly sales
targets and maintain accurate records in the CRM.
Customer Satisfaction: Provide exceptional service to ensure a delightful loan
experience and encourage repeat/referral business.

📌 Home loan executive (Bengaluru)
🏢 Digivance Solutions
📍 Bengaluru