Business Acquisition:
Identify and acquire new home loan customers through referrals, networking, open markets, and relationships with builders and real estate agents.
Client Relationship Management:
Build and maintain strong relationships with clients, providing ongoing support and fostering loyalty.
Sales and Target Achievement:
Work towards achieving monthly and quarterly sales targets for home loans.
Product Explanation:
Clearly explain various home loan products, terms, and conditions to potential and existing clients.
Documentation and Processing:
Guide clients through the application process, ensure all loan documentation is complete and accurate, and coordinate with internal teams for loan processing.
Partner Management:
Develop and maintain relationships with builders, developers, and other referral sources to generate leads.
Cross-selling:
Promote and cross-sell other financial products to existing clients.
Market Knowledge:
Maintain up-to-date knowledge of mortgage products, financial regulations, and market trends.