Lead Generation: Source new home loan business via open market visits, developer relationships, and direct client contact.
Customer Interaction: Meet prospective clients to explain products, understand needs, and advise on suitable loan options.
Loan Processing: Collect documentation, verify documents, conduct site visits, and process files for sanction and disbursement.
Sales Targets: Achieve monthly, quarterly, and annual targets set by the organization.
Relationship Management: Build strong relationships with builders, real estate agents, and existing customers for referrals.
Compliance: Ensure accurate documentation and adherence to company policies and KYC guidelines.
Cross-Selling: Promote additional products like insurance or fixed deposits