sales officer (home loan)

About The Opportunity

• Drive full-cycle home loan sales: prospecting, pitching, application submission, and loan disbursal coordination.
• Manage and nurture leads from digital platforms, referral partners, onsite events, and walk-ins to maintain a robust sales pipeline.
• Conduct credit appraisal, document collection, and verification, ensuring accuracy and compliance with regulatory guidelines.
• Collaborate with banking partners, real estate agents, and channel partners to expand distribution networks and maximize reach.
• Achieve and exceed monthly/quarterly sales targets while maintaining high standards of customer service and satisfaction.
• Provide expert advisory on loan structures, interest rates, repayment schedules, and ancillary services to prospective homeowners.
  

Skills & Qualifications

• Bachelor’s degree in Finance, Commerce, Business Management, or a related field.
• 1–3 years of direct experience in home loan or mortgage sales within banks, NBFCs, or financial institutions.
• Proven expertise in credit appraisal, loan documentation, and regulatory compliance processes.
• Excellent verbal and written communication skills in English and regional languages, with strong interpersonal abilities.
  

Preferred

• Existing network of real estate agents, builders, and referral partners to drive lead generation.
• Familiarity with CRM platforms, digital lead-generation tools, and sales analytics dashboards.
  

• Competitive incentive plan with uncapped commissions and performance bonuses.
• Structured training programs and clear career progression paths in financial services.
• Collaborative, high-performance culture with regular recognition and team-building initiatives.