Key Responsibilities 1. Lead Generation - Generate fresh loan enquiries through outbound cold calling.

- Re-engage existing and inactive leads.
- Generate referrals from existing customers.
- Identify opportunities for cross-selling and up-selling.
- Maintain a healthy daily sales pipeline. 2.

Customer

Consultation - Understand customer financial requirements.

- Explain suitable loan products.
- Educate customers regarding eligibility criteria.
- Explain documentation requirements.
- Build trust through transparent communication. 3.

Sales

Conversion - Convert enquiries into qualified leads.

- Follow up consistently until closure.
- Handle customer objections professionally.
- Maximize login-to-disbursement conversion.
- Documentation - Collect complete customer documentation.




- Verify preliminary eligibility.
- Ensure documentation accuracy.
- Submit complete files to Operations. 5.

Coordination Coordinate regularly with

- Team Leaders - Operations Team - Customers until final disbursement. 6.

Customer

Experience - Respond professionally.

- Maintain regular communication.
- Resolve basic customer queries.
- Ensure timely updates.
- Build long-term relationships.
- Daily Performance Expectations Skills Required - Excellent communication skills.
- Robust negotiation ability.
- Persuasive selling skills.
- Customer handling.
- Relationship building.

📌 Home Loan Executive (Delhi)
🏢 Money 2 Go (OPC) Private
📍 Delhi