Walk-in || Assistant Manager

Role & responsibilities

Role

Housing Loan / LAP / Mortgage Sales Executive / Relationship Manager

Key Responsibilities

• Generate leads for Home Loans, Housing Loans, LAP, Mortgage Loans, Property Loans and Secured Loans.
• Source new customers through DSA, connectors, builders, brokers, referrals and direct market visits.
• Identify customer requirements and recommend suitable loan products.
• Handle the complete sales cycle from lead generation to loan disbursement.
• Collect and verify customer KYC, income, property and financial documents.
• Coordinate with credit, legal, technical and operations teams for smooth processing.
• Conduct customer meetings and property-related visits when required.
• Maintain regular follow-ups with customers and ensure timely conversion.
• Achieve assigned monthly/quarterly sales and disbursement targets.
• Build and maintain relationships with customers, builders, brokers and channel partners.
• Track loan applications and resolve documentation or processing issues.
• Ensure compliance with company policies, credit norms and regulatory requirements.
• Maintain MIS, sales reports and daily activity updates.

Preferred candidate profile

Graduation is mandatory

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