Contact:

Akila: (phone hidden)

Bhavya: (phone hidden)

Priyanka: (phone hidden)

Role & responsibilities

- Generate leads and source Home Loans, Mortgage Loans and Loan Against Property (LAP) from various channels.
- Identify prospective customers through direct sourcing, references, field visits,builders, property dealers, DSA/DST networks and other lead-generation activities.
- Meet customers and understand their financial requirements and eligibility.
- Explain loan products, interest rates, repayment terms and other applicable charges to customers.
- Collect and verify KYC, income, property and other required documents from applicants.
- Coordinate with credit, legal, technical, operations and other internal teams for smooth processing of loan applications.
- Follow up on applications from login through sanction and disbursement.
- Maintain regular follow-up with prospective and existing customers.
- Achieve assigned monthly sourcing, login, sanction and disbursement targets.




- Develop and maintain strong relationships with customers, builders, brokers and other business partners.
- Ensure compliance with the bank's policies, KYC requirements and regulatory guidelines.
- Maintain accurate records of leads, applications and customer interactions.
- Provide regular updates to the reporting manager regarding business performance and pipeline.

- Generate current leads and acquire customers for mobility/vehicle loan products

- Visit customers, dealers, and market locations to generate business opportunities.
- Develop and maintain relationships with vehicle dealers, customers, and channel partners.
- Explain loan products, eligibility criteria, interest rates, repayment terms, and documentation requirements to customers.
- Collect and verify customer KYC and loan-related documents.

📌 Field Executive (Hyderabad)
🏢 GIST Management Solutions
📍 Hyderabad