Home Loan Executive

Role & responsibilities

• Lead Conversion: Handle home loan leads and convert them into applications.
• Customer Engagement: Guide customers throughout the home loan journey.
• Product Advisory: Understand loan products and recommend suitable solutions.
• Documentation: Collect and verify required documents for applications.
• Team Coordination: Coordinate with Credit, Operations & Underwriting teams.
• Follow-ups: Ensure timely follow-ups for documents, queries and loan status.
• Target Achievement: Drive monthly/quarterly sales targets and update CRM.
• Customer Experience: Ensure excellent service and generate referrals.

Preferred candidate profile

• Education: Graduate in any discipline; B.Com or Finance-related degree preferred.
• Experience: Minimum 24 years of experience in sales, preferably in home loans, mortgage, financial services, banking, NBFC, or proptech environments. Experience with internal/home loan lead conversion is a plus.
• Technical Skills: Familiarity with CRM tools and basic sales/loan processing systems.