08 Sep
|
JobTrade
|
Delhi
Job Role
- Home Loan Sales Executive / Relationship Manager
- Generate and develop business opportunities for Home Loans, Housing Finance, and Loan Against Property (LAP).
- Identify prospective customers and understand their housing finance and property loan requirements.
- Explain suitable loan products, eligibility criteria, and documentation requirements to customers.
- Generate leads through direct sourcing, referrals, market visits, and other sales channels.
- Follow up with prospective customers and convert leads into successful loan applications.
- Collect and verify required customer and property-related documents.
- Coordinate with internal teams for loan processing, approval, and disbursement.
- Maintain regular follow-ups with customers throughout the loan process.
- Build and maintain robust customer relationships.
- Achieve assigned monthly sales and business targets.
- Maintain accurate records of leads, customer interactions, applications, and sales activities.
Key Responsibilities
Lead Generation & Sales:
- Generate leads for Home Loans, Housing Loans, Property Loans, and LAP.
- Pitch suitable loan products based on customer requirements.
- Conduct regular market visits and customer meetings.
- Follow up on leads and ensure timely conversion.
- Achieve assigned sales and revenue targets.
Customer Handling
- Understand customers' financial and property-related requirements.
- Explain loan features, eligibility, interest rates, and documentation requirements.
- Handle customer queries and provide appropriate assistance.
- Maintain regular communication with prospective and existing customers.
Loan Processing
- Collect KYC, income, banking, and property-related documents.
- Coordinate with credit and operations teams for loan processing.
- Follow up on pending documentation and credit requirements.
- Track loan applications through approval and disbursement.
- Ensure timely resolution of customer and processing-related issues.
Job Requirements
- Experience: Minimum 1 year.
- Education: Graduate.
- English: Basic English.
- Age: 18–34 years.
- Gender: Any gender.
- Employment Type: Full Time.
- Shift: Day Shift.
- Industry: Banking / Insurance / Financial Services.
- Role / Category: Banking / Loan Sales.
Required Skills
- Housing Finance
- Housing Loan
- Loan Against Property
- Home Loan Sales
- Property Loan
- LAP (Loan Against Property)
- Lead Generation
- Customer Relationship Management
- Sales & Business Development
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