Job description Client Acquisition : Identify and approach potential customers who require loans -Home Loan , Loan against property, often through field visits, referrals, and cold calling. Understanding Customer Needs : Engage with clients to understand their financial requirements and suggest appropriate loan products based on their eligibility and preferences.Explain loan features, benefits, interest rates, terms and conditions, and repayment structures to customers in a clear and convincing manner.Help customers collect and submit the required documents for loan processing, ensuring accuracy and completeness.Coordinate with the backend DSA team or directly with the bank/NBFC to ensure timely submission and follow-up of loan applications.Maintain a strong relationship with clients throughout the loan process and provide post-sale support to ensure satisfaction and repeat business.Work towards monthly and quarterly sales targets set by the DSA or lending partner.Ensure all activities comply with regulatory norms and internal policies. Maintain accurate records of leads, applications, and customer interactions. Loan Product Presentation : Documentation Assistance : Application Submission : Customer Relationship Management : Achieving Sales Targets : Compliance and Reporting : Job Types: Full-time, Permanent Schedule: Day shift Supplemental Pay: Performance bonus Language: Hindi, English (Preferred) Work Location: In person *Speak with the employer* +91 7982162196 Job Types: Full-time, Permanent Pay: ₹13,140.13 - ₹54,738.61 per month Benefits: Health insurance Paid sick time Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Language: English (Preferred) Work Location: In person
About the Role: We are seeking a dynamic and result-oriented Customer Relationship Executive (CRE) to join. The role involves driving business growth for Mortgage Loans and Micro LAP products by building and managing strong relationships with DSAs, Dealers, and Connectors. The ideal candidate will have prior experience in sales/relationship management within the financial services sector, with a strong network and understanding of the mortgage and LAP domain. Key Responsibilities: Identify, onboard, and manage DSAs, Dealers, and Connectors to source quality business for Mortgage Loan and Micro LAP products. Achieve assigned sales targets through effective channel management and relationship building. Educate and train channel partners on product features, credit policies, and documentation requirements. Maintain strong relationships with customers to ensure smooth processing of loan applications. Coordinate with credit, operations, and other internal teams for timely disbursement of loans. Track market trends, competitor offerings, and provide inputs to improve product penetration. Ensure compliance with company policies, KYC norms, and regulatory guidelines Regularly monitor portfolio quality and minimize delinquency through proactive follow-ups. Key Skills & Competencies: Strong knowledge of Mortgage Loans and Micro LAP products. Proven ability in business generation through DSAs, Dealers, and Connectors Excellent relationship management, negotiation, and communication skills. Goal-oriented with a strong sales and customer service mindset. Ability to handle pressure and meet targets consistently. Qualification & Experience: Minimum Qualification: 12th Pass/Graduate (Any Stream) Minimum Experience: 6 Months in sales/relationship for Mortgage Loans and or Micro LAP for NBFC or BFSI sector Interested candidates please share your resume at loginricoh2@gmail or can whatsapp their resume at 7439971798 Job Type: Full-time Pay: ₹22,000.00 - ₹25,000.00 per month Work Location: In person Speak with the employer +91 7439971798
About the Role: We are seeking a dynamic and result-oriented Customer Relationship Executive (CRE) to join. The role involves driving business growth for Mortgage Loans and Micro LAP products by building and managing strong relationships with DSAs, Dealers, and Connectors. The ideal candidate will have prior experience in sales/relationship management within the financial services sector, with a strong network and understanding of the mortgage and LAP domain. Key Responsibilities: Identify, onboard, and manage DSAs, Dealers, and Connectors to source quality business for Mortgage Loan and Micro LAP products. Achieve assigned sales targets through effective channel management and relationship building. Educate and train channel partners on product features, credit policies, and documentation requirements. Maintain strong relationships with customers to ensure smooth processing of loan applications. Coordinate with credit, operations, and other internal teams for timely disbursement of loans. Track market trends, competitor offerings, and provide inputs to improve product penetration. Ensure compliance with company policies, KYC norms, and regulatory guidelines Regularly monitor portfolio quality and minimize delinquency through proactive follow-ups. Key Skills & Competencies: Strong knowledge of Mortgage Loans and Micro LAP products. Proven ability in business generation through DSAs, Dealers, and Connectors Excellent relationship management, negotiation, and communication skills. Goal-oriented with a strong sales and customer service mindset. Ability to handle pressure and meet targets consistently. Qualification & Experience: Minimum Qualification: 12th Pass/Graduate (Any Stream) Minimum Experience: 6 Months in sales/relationship for Mortgage Loans and or Micro LAP for NBFC or BFSI sector Interested candidates please share your resume at loginricoh2@gmail or can whatsapp their resume at 7439971798 Job Type: Full-time Pay: ₹22,000.00 - ₹25,000.00 per month Work Location: In person Speak with the employer +91 7439971798