Home Loan Executive

Job description

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.