Mortgage Sales Consultant

• 1. Mortgage Loan Sales Performance

• Achieve daily, weekly, and monthly sales and disbursement targets for home loans and LAP
• Focus on quality approvals and high-value disbursements
• Maintain balanced performance across banks and mortgage products
• Ensure revenue and payout targets are consistently met

2. Lead Generation and Customer Acquisition

• Generate leads through open market, referrals, and corporate tie-ups
• Approach potential customers in residential projects, societies, and commercial areas
• Build strong referral network for repeat mortgage business
• Convert qualified leads into approved mortgage applications

3. Customer Advisory and Product Consultation

• Understand customer property, financial status, and loan requirements
• Explain mortgage products, interest rates, EMI, tenure, processing fees, and other charges
• Recommend the most suitable loan product and lender
• Maintain ethical, transparent, and client-focused advisory

4. Documentation and Compliance

• Collect complete KYC, property documents, income proofs, and other required documents
• Verify eligibility as per bank/NBFC and DSA guidelines
• Ensure zero fake, incomplete, or non-compliant documentation
• Adhere to all regulatory and internal compliance standards

5. Follow Ups and Case Management

• Follow up with clients for pending documents or clarifications
• Track applications from submission to approval and disbursement
• Coordinate with operations, credit, and lender teams for smooth processing

6. Field Activity and Market Coverage

• Conduct daily field visits to assigned areas, projects, and societies
• Identify high-potential locations and property developers for mortgage tie-ups
• Maintain consistent market presence and visibility

7. Reporting and MIS

• Submit daily, weekly, and monthly sales and activity reports
• Update CRM or tracking sheets accurately
• Track pipeline, approvals, rejections, and disbursements

8. Relationship Management

• Build and maintain strong relationships with customers, property developers, and bank/NBFC officials
• Act as escalation point for client issues
• Support smooth communication between client and operations

9. Brand Representation and Ethics

• Represent company and lender brands professionally
• Ensure ethical selling practices, avoiding mis-selling
• Maintain high client trust and satisfaction

Job Type: Permanent

Pay: ₹250,000.00 - ₹400,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Experience:

• Loan: 1 year (Required)
• Banking: 2 years (Required)
• Field sales: 2 years (Preferred)

Work Location: In person