Drive home loan sales through direct sourcing – cold calling, referrals, walk-ins, and digital leads.
Build and maintain strong relationships with customers, builders, real estate agents, and other stakeholders.
Understand customer requirements and offer suitable loan products in line with their eligibility.
Conduct field visits and client meetings regularly.
Manage the end-to-end loan process from sourcing to disbursement.
Ensure adherence to company processes, compliance, and quality standards.
Track daily/monthly sales performance and achieve sales targets and KPIs.
Stay updated with competitors’ products, market trends, and pricing strategies.
Assist customers in documentation and resolve any issues during the loan process.
Collaborate with internal departments – credit, operations, and legal – for smooth processing.