Job Summary:
As a Sales Executive – Mortgage Sales, you will be responsible for generating leads, acquiring new customers, and achieving sales targets for mortgage loan products, including Home Loans, Loan Against Property (LAP), and Balance Transfers. You will engage with potential customers, assess their loan eligibility, and provide tailored mortgage solutions.
Key Responsibilities:
Lead Generation & Client Acquisition:
Identify and acquire potential customers for mortgage loan products.
Build and maintain relationships with real estate agents, builders, and financial advisors.
Conduct cold calls, follow-ups, and referrals to generate leads.
Sales & Business Development:
Pitch and sell Home Loans, Loan against Property (LAP), and Mortgage Balance Transfers.
Explain loan features, interest rates, and repayment structures to customers.
Ensure smooth processing of applications from lead generation to loan disbursement.
Achieve assigned sales targets within the stipulated timelines.
Customer Interaction & Relationship Management:
Understand customer needs and offer the best mortgage solutions.
Guide customers on documentation, eligibility, and loan approval processes.
Address customer queries and ensure high levels of satisfaction.
Documentation & Compliance:
Collect and verify KYC documents, financial statements, and property-related documents.
Coordinate with internal teams (credit, operations, legal) for smooth loan processing.
Ensure compliance with regulatory and company policies.
Required Skills & Qualifications:
Education: Graduate in any discipline (Finance, Business, or Banking preferred)
Experience: 1-3 years in Mortgage Sales, or or core Loan sales
Skills:
Strong sales and negotiation abilities
Good communication and interpersonal skills
Knowledge of mortgage loan products and lending policies
Ability to work in a target-driven environment
Familiarity with loan documentation and credit assessment
Job Summary:
The Sales Executive – Personal Loan Sales is responsible for acquiring new customers, promoting unsecured personal loan products, and achieving sales targets. The role involves lead generation, customer assessment, loan application processing, and ensuring high-quality customer service.
Key Responsibilities:
Identify and acquire potential customers for personal loans through direct sales, referrals, and digital channels.
Promote personal loan offerings, highlighting features like instant approval, flexible repayment, and competitive interest rates.
Develop and maintain relationships with individuals, financial intermediaries, and corporate clients for loan sourcing.
Achieve assigned sales targets and contribute to revenue growth.
Generate leads through cold calls, field visits, networking, and partnerships.
Understand customer requirements and recommend suitable personal loan options.
Explain loan terms, interest rates, and repayment structures to customers.
Assist customers in completing loan applications and submitting required documents.
Verify KYC, income proof, salary slips, and credit score eligibility.
Ensure smooth coordination with internal teams (credit, operations, legal) for loan approvals.
Education: Graduate in Business, Finance, or related field (preferred)
Experience: 1-3 years in Personal Loan Sales.
Skills:
Strong sales and negotiation skills
Good knowledge of personal loan products and credit policies
Excellent communication & relationship management skills
Ability to work in a target-driven environment
Understanding of financial statements and creditworthiness assessment.
If any one interested for this profile please share your updated resume at this mail id -priyanka.yadav@directCredit.in or What's up-9599106317