Home Loans Business LoanMortgage LoansHousing LoanDSAReal Estate Sales
Roles & Responsibilities: - HL / Lap/ BLResponsible for calling on the Quality leads generated by the company for Home Loan product, end to end responsible from login to disbursement.Should be able to understand various business profiles of self-employed & non- professionals.End to end complete customer assessment by visiting his business place, residence and security proposed with ownership attitude.Ability to understand customers' needs, explain various products and convince them about the product offerings.Responsible for taking care of all the home loans requirements such as Home Loans documentation, Project Updates to customer, Site Visits, if required.Provide all the relevant information to the customer during various Lending Cycle.Provide all the Project approvals, financial, technical documentations as required by the bank or any financial institute.Establishing strong credibility between the organization and all leading financial institutions.Active counselling to home buyers on the potential of home loans and options available.Pursuing the files shared with banks for faster processing.Checking the CIBIL report of the customer.
1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations and informationDesired candidate profile:1. Must be a graduate from any stream. BFSI experience will be given preference. 2. Should have minimum 4 years of experience in BFSI or NBFC sales 3. Open to travel. Must have a Two Wheeler. 4. Must have good communication skills