Sales executive mortgage

Company Description

Established in 2003, Sridhar Insurance Brokers Pvt Limited is one of India’s oldest and leading independent insurance broking companies, providing comprehensive risk management services across various industries. With a diversified business model, the company specializes in both general and life insurance sectors, leveraging sector-specific expertise through dedicated teams. Sridhar serves a wide network of 300+ corporate clients and 5000+ retail clients across the country. With a strong team of over 150 professionals, Sridhar blends experience with innovation to deliver exceptional service and solutions. Headquartered in New Delhi, the company has built a reputation for reliability and excellence in the insurance broking industry.

Role Description

This is a full-time, on-site role for a Sales Executive – Mortgage, based in New Delhi. The Sales Executive will be responsible for identifying and approaching potential clients to introduce mortgage products and services. Daily tasks will include generating leads, building client relationships, analyzing financial data to recommend suitable mortgage solutions, and coordinating with internal teams to process loan applications. The role also involves achieving sales targets, ensuring customer satisfaction, and staying updated on industry trends and regulatory changes.

Qualifications

• Proven experience in mortgage sales, including knowledge of mortgage products, client acquisition, and lead generation
• Strong relationship-building and customer communication skills
• Proficiency in financial analysis and suitability evaluation for suggesting appropriate products
• Ability to meet sales targets and manage time effectively in a fast-paced environment
• Proficiency in documentation and understanding of relevant regulatory compliance in the financial services and insurance sectors
• Bachelor's degree in finance, business, or a related field preferred
• Previous experience in the insurance or financial services industry is a plus