Relationship Executive - Home loan

Job Summary:
We are looking for a motivated Relationship Executive – Home Loan to generate home loan business, acquire new customers, maintain relationships with existing customers, and achieve sales targets.

Key Responsibilities:

• Generate leads through direct sourcing, referrals, builders, brokers, and other channels.
• Identify customer requirements and recommend suitable home loan products.
• Explain loan products, eligibility, interest rates, and repayment options to customers.
• Collect and verify customer documents required for loan processing.
• Coordinate with credit, operations, and other internal teams for smooth loan processing.
• Follow up with customers from application to disbursement.
• Maintain strong relationships with customers, builders, and channel partners.
• Achieve monthly sales and disbursement targets.
• Maintain accurate records of leads, applications, and customer follow-ups.
• Ensure compliance with company policies and lending procedures.

Key Skills:

• Home Loan / Mortgage Sales
• Lead Generation & Customer Acquisition
• Relationship Management
• Good Communication & Negotiation Skills
• Sales & Target Orientation
• Customer Follow-up
• Basic knowledge of KYC and loan documentation
• Knowledge of Home Loan eligibility and processing
• MS Excel / CRM knowledge

Qualification:
Any Graduate / MBA – Marketing or Finance preferred

Job Type: Full-time

Pay: ₹20,000.00 - ₹40,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Home loan: 1 year (Preferred)

Work Location: In person