Sales Executive & Sales Manager-Mortgage Loan
uttrayan financial service pvt. ltd · Kolkata · onsite · Posted 70d ago
About a minute. You'll make an account on the way through.
About this role
Designation: Sales Executive & Sales Manager
Key Responsibilities:
- Manage, coach, and motivate the mortgage sales team.
- Set and achieve monthly/quarterly loan disbursement and revenue targets.
- Generate leads through direct sales, referrals, builders, brokers, and other channels.
- Build and maintain relationships with customers, real-estate developers, DSAs, and channel partners.
- Monitor the complete sales pipeline from lead generation to loan disbursement.
- Review customer profiles and coordinate with credit, operations, legal, and technical teams.
- Ensure sales activities comply with company policies and applicable lending regulations.
- Track team performance and prepare sales reports and forecasts.
- Identify new business opportunities and expand the company's market presence.
- Handle escalated customer issues and support the team in closing high-value cases.
- Conduct regular team meetings, training, and performance reviews.
Key Skills:
- Mortgage/home-loan sales experience
- Team leadership and people management
- Lead generation and business development
- Strong negotiation and communication skills
- Customer and channel-partner relationship management
- Knowledge of loan documentation and credit processes
- Target-oriented and analytical approach
- Good knowledge of local real-estate and housing-loan markets
Qualifications:
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- 3 to 8+ years of relevant experience in home loans, mortgages, retail lending, or financial-services sales, depending on the seniority of the position.
Sourced from naukri
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About Uttrayan Financial Service

uttrayan financial service pvt. ltd
Financial Services
175
employees
Kolkata
IN
₹2.4L PA avg
Avg at Uttrayan Financial Service
About
Uttrayan Financial Services Private Limited is a non-banking financial company (NBFC-MFI) registered under the Reserve Bank of India (RBI). We started our microfinance on-lending operation way back in the year 2001 with its head office in Kolkata (West Bengal), by providing small ticket-size loans to the poor women in rural and semi-urban areas through a group-based system.
Over 23 years of financial services are present across 10 states and 74 districts of India. Uttrayan is now working in 116 branches spread over 10 districts of West Bengal, 9 districts in the state of Assam, 16 districts in the state of Bihar, 1 district in the state of Meghalaya, 12 districts in the state of Odisha, 2 districts in the state of Sikkim, 3 districts in the state of Uttarakhand, 8 districts in the state of Punjab, 6 districts in the state of Jharkhand, and 8 districts in the state of Rajasthan, India, where we are providing services to more than 100,000 clients to make their way out of poverty.
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