The RM – Mortgage is responsible for sourcing mortgage business, advising clients on suitable mortgage solutions, and ensuring a seamless loan application process. This role demands strong interpersonal skills, a deep understanding of mortgage products, and the ability to drive business growth through client satisfaction.
Client Acquisition & Relationship Management: Identify and engage potential clients through various channels, including real estate brokers, builders, and financial advisors. Maintain and deepen relationships with existing clients to ensure repeat business and referrals.hdfcsales.com
Mortgage Advisory: Assess clients' financial needs and provide tailored mortgage solutions, including home loans, loan against property (LAP), and refinancing options.
Loan Processing Coordination: Assist clients throughout the loan application process, ensuring timely documentation, compliance with regulatory requirements, and coordination with internal departments for smooth processing.
Market Analysis: Stay updated on market trends, interest rates, and competitor offerings to provide informed advice to clients and identify new business opportunities.
Sales Targets Achievement: Meet or exceed assigned sales targets for mortgage products, contributing to the overall growth of the organization.