Sales Executive/ Sales Manager(Home Loan)

4 days ago


Bengaluru Hyderabad, India Lokal Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Job Title: Home Loan Manager

Locations: Navi Mumbai, Kochi, Hyderabad, Bangalore

Department: Home Loans

Role Overview

The Home Loan Manager will be responsible for driving customer acquisition, consultation, and loan

processing while ensuring compliance and delivering an exceptional customer experience. The role

requires a balance of telecalling, client engagement, and business development, with strong

emphasis on achieving sales targets.

Key Responsibilities

1. Lead Generation & Telecalling (Approx. 60% of role)







Engage potential customers through outbound calls.

Explain home loan products, eligibility criteria, interest rates, and benefits.

Generate qualified leads and schedule client appointments.

2. Client Consultation







Meet prospective homebuyers to assess requirements and financial eligibility.

Advise clients on suitable home loan products, repayment options, and processes.

Clearly explain application procedures, required documentation, and timelines.

3. Loan Application & Processing





Assist clients in completing applications accurately.

Collect, verify, and evaluate financial documents (income statements, credit reports, tax

returns, etc.).



Coordinate with lenders to ensure smooth and timely loan approvals and disbursals.

4. Customer Relationship Management







Provide continuous support and updates to clients throughout the loan process.

Address queries related to loan terms, EMIs, or repayment structures.

Build and leverage relationships with real estate agents, brokers, and developers for lead

referrals.

5. Compliance & Risk Management







Ensure adherence to company policies, regulatory norms, and legal requirements.

Conduct risk assessments to reduce defaults and safeguard loan integrity.

Maintain accurate and confidential records of all client interactions.

6. Sales & Business Development







Achieve monthly and quarterly sales targets for home loan products.

Drive new business opportunities through campaigns, events, and partnerships.

Share insights on market trends, competitor offerings, and customer preferences with

management.

Key Skills & Competencies











Strong knowledge of home loan products, lending processes, and financial documentation.

Excellent communication, negotiation, and interpersonal skills.

Analytical mindset with the ability to assess client eligibility and risk.

Proficiency in CRM systems and loan management tools.

High integrity and confidentiality in handling sensitive customer information.


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