Generate leads through cold calling, references, online platforms, and other sources.
Connect with potential customers interested in purchasing residential properties.
Understand customers' financial requirements and explain suitable home loan products.
Promote Home Loan, Loan Against Property (LAP), and other related financial products.
Collect and verify customer documents required for loan processing.
Coordinate with banking partners and financial institutions for loan applications.
Follow up with customers and bankers regarding login, sanction, and disbursement.
Maintain daily sales reports, lead records, and customer databases.
Achieve monthly sales targets and business objectives.
Maintain strong customer relationships and provide professional assistance throughout the loan process.