- Generate current loan leads through field visits, referrals, direct sales, and other channels.
- Identify potential customers and understand their home loan requirements.
- Explain loan products, eligibility criteria, interest rates, and repayment terms to customers.
- Collect and verify customer KYC and income-related documents.
- Coordinate with the credit and operations teams for loan processing and approval.
- Follow up with customers from lead generation to loan disbursement.
- Maintain strong relationships with existing and prospective customers.
- Achieve assigned monthly sales and disbursement targets.
- Develop and maintain relationships with builders, property dealers, and other referral partners.
- Maintain regular updates of leads, follow-ups,
and customer status.
Required Skills
- Good communication and interpersonal skills.
- Strong convincing and negotiation skills.
- Good knowledge of the local market.
- Willingness to travel for field sales activities.
- Target-oriented and self-motivated.
- Basic knowledge of home loan products and documentation.
- Good customer relationship management skills.