You will pitch our home loan solutions to potential customers, offering tailored recommendations based on their financial profiles. You'll manage the complete loan process — from collecting the necessary documents to coordinating with banks and customers — ensuring seamless, timely loan processing. Your efforts will directly contribute to delivering an exceptional customer experience and driving conversions.

Key Responsibilities

◆ Engage with customers to understand their financial needs and drive loan conversions

◆ Collect accurate loan application information and documents, ensuring compliance

◆ Visit customers as needed based on application requirements

◆ Guide customers on the loan process, TAT, and document requirements (KYC, etc.)

◆ Adhere to organizational TAT, SLAs, and SOPs to maximize quality and conversions

◆ Maintain in-depth knowledge of products and financiers to advise customers on the best options

Who Is An Ideal Fit

◆ 1-5 years of experience in home loan/LAP sales (Banks/NBFC/Fintech)

◆ Excellent interpersonal and communication skills

◆ Proficient in Microsoft Office

◆ Willing to conduct customer visits when required

◆ Quick to adapt to recent systems

📌 Loan Advisor (Bengaluru)
🏢 Ambak
📍 Bengaluru