Home Loan Executive

3 - 4 years

2 - 3 Lacs

Posted:2 months ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title

Home Loan Executives

Key Responsibilities

1. Lead Generation & Client Acquisition

  • Identify potential customers through fieldwork, cold calling, and network with builders & property agents.

2. Customer Consultation

  • Provide tailored home loan solutions based on customer needs.
  • Clearly explain product features, interest rates, and charges.

3. Loan Application Assistance

  • Help customers complete application forms.
  • Ensure collection and submission of all required documents.

4. Preliminary Credit Check

  • Assess basic eligibility.
  • Coordinate with internal credit and risk teams for approval.

5. Inter-Department Coordination

  • Liaise with legal, credit, technical, and operations teams to ensure timely processing.
  • Follow up for any missing documents.

6. Target Achievement

  • Meet/exceed monthly disbursement and revenue goals.
  • Maintain strong follow-ups and conversion ratio.

7. Customer Satisfaction

  • Deliver excellent service throughout the loan journey.
  • Address queries and resolve issues promptly.

8. Market Awareness

  • Stay updated on competitors' rates and offers.
  • Share inputs to improve sales strategies.

9. Compliance & Recordkeeping

  • Adhere to all bank and regulatory guidelines.
  • Maintain accurate and organized documentation.

Candidate Requirements

  • Graduate or Postgraduate (Finance/Marketing preferred)
  • 13 years of experience in home loan or financial product sales
  • Good communication and interpersonal skills
  • Goal-oriented with a strong sales drive
  • Basic MS Office and computer proficiency

Perks & Benefits

  • Fixed Salary + Lucrative Incentives

  • Career Growth Opportunities
  • Field + Office Work Balance
  • Exposure to Leading Builders & Developers

How to Apply

Apply Now

Contact:- 8451003363

Subject Line: Home Loan Executive – [Branch Location]

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