Walk-in || Home Loan Sales ( Field Sales )

Role & responsibilities

• Field Lead Generation & Sourcing:
  
• Actively prospect the open market to identify potential home loan borrowers.
• Conduct field visits to real estate builder sites, residential projects, construction areas, and local property markets.
• Set up canopy activities, loan camps, and promotional events in target residential areas or commercial hubs to capture fresh inquiries.
• Channel & Partner Network Development:
  
• Build and maintain strong relationship networks with local real estate brokers, builders, and Direct Selling Agents (DSAs) for consistent lead referrals.
• Establish contacts with corporate offices, small business owners, and local professionals to generate leads through corporate desks or direct outreach.
• Customer Engagement & Evaluation:
  
• Meet prospective clients face-to-face to pitch home loan products, explain interest rates, eligibility criteria, and repayment structures.
• Collect primary customer details, assess initial credit eligibility, and gather required financial/property documents.
• End-to-End File Processing:
  
• Coordinate between the customer, credit assessment team, and operations team for file sanctioning and loan disbursement.
• Address customer queries promptly to ensure smooth processing and high conversion rates from lead stage to disbursement.
• Target Achievement & Market Intelligence:
  
• Consistently meet or exceed monthly sales targets for lead generation and loan disbursements.
• Track local competitor offerings, market trends, and developer schemes to position products effectively in the field.

Preferred candidate profile

• Education: High School Diploma / Graduate in any discipline.
• Experience: 0 to 3 years of field sales experience (Prior experience in Home Loans, LAP, Mortgage, or BFSI sales preferred).
• Assets: A two-wheeler with a valid driving license is generally required for extensive field movement.