Company Description HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, established as a dedicated distribution arm to provide doorstep financial services to clients of the HDFC group. The company focuses on delivering personalized financial management solutions to individuals. Its product portfolio includes Home Loans, Life Insurance, and General Insurance, catering to diverse financial needs.

HDFC Sales emphasizes customer-centric service, long-term financial planning, and trust-based relationships with clients.

Role Description The Home Loan Specialist role is a full-time, on-site position based in Surat.

The Home Loan

Specialist will guide prospective and existing customers through the home loan process, from initial inquiry to final disbursement.

Responsibilities include assessing customer requirements, explaining loan products and eligibility criteria, collecting and verifying documentation, and coordinating with internal teams for loan processing and approvals. The role also involves maintaining regular communication with customers, providing timely updates, resolving queries,



and ensuring a smooth and transparent loan experience.

The Home Loan

Specialist is expected to achieve sales targets, build solid relationships with clients and partners, and uphold the organization’s standards for ethical and compliant lending practices.

Qualifications

- Strong knowledge and experience in the Mortgage Industry and Mortgage Lending.
- Ability to manage and process Loans, including documentation, eligibility assessment, and disbursement.
- Excellent Communication skills, with the ability to explain complex financial concepts clearly.
- Proven Customer Service skills, with a focus on building trust and long-term client relationships.
- Bachelor’s degree in finance, business, commerce, or a related field preferred.
- Comfort working in an on-site, target-driven sales environment.
- Familiarity with banking or NBFC processes and basic regulatory requirements related to home loans.
- Proficiency in local language(s) and English, and basic computer skills for documentation and reporting.

📌 Home Loan Specialist (Surat)
🏢 HDFC Sales Private
📍 Surat