Generate leads for Home Loans and Loan Against Property (Mortgage Loans) through market visits, references, connectors, and channel partners.
Identify potential customers such as salaried employees, self-employed individuals, and business owners.
Explain loan products, eligibility criteria, interest rates, tenure, and repayment terms to customers.
Collect and verify customer KYC, income proof, bank statements, and property-related documents.
Assess preliminary customer eligibility based on income, credit profile, and repayment capacity.
Coordinate with credit, legal, technical, and operations teams for loan processing and approval.
Conduct customer meetings and property-related follow-ups to facilitate loan disbursement.
Build relationships with builders, real estate agents, DSAs, and other referral partners.
Follow up on pending applications and resolve customer queries throughout the loan process.
Achieve monthly sales targets for loan sourcing, approvals, and disbursements.
Maintain daily sales reports, customer records, and lead pipelines.