1) Responsible for sourcing of Customers of Mortgage loan/ Home loan/LAP/Facilities sales closure.
2) Responsible for reporting to meet the targets along with support team.
3) Develop relationship with builders, Relators, DSA and Corporate to leverage business.
4) Responsible for monthly login activities and disbursal as per target assign.
5) Maintain and develop good relationship with customers through contact or meetings.
6) Should have experience of SME/home loan/personal loan/mortgage loan.
7) Sourcing and completion of loan document application form and follow up to be done till disbursement stage.

1) Sourcing of Different Types of Loans. 
2) Ability to Drive Sales Targets of Multiple Loan Products Personal Loan, Business Loan, Home Loan, Mortgage Loan/ Loan Against Property, etc. 
3) Have Interactions with Bankers of Various Products for Smooth Processing of Files. Will be Responsible from File Logins to Disbursement, must align with Bank Policies & Take Care of Compliance in each Step of the Process.
4) Collecting Documents according to the Checklist from the Customers. 
5) Maintain Proper MIS and also give Proper Feedback time to time on various Market Related Activities.

Sales of Financial Product Such as (Mutual Fund / Insurance/Loans).

1) Achieving Sales Targets through Acquisition of New Clients and Growing Business from Existing Clients. 
2) Connecting with the Key Persons in the Account Handled and Maintaining a Cordial Relationship for Generating Further Sales.
3) Connecting with the Customer and Explaining the Various Financial Products as well as recommending the Relevant Product Based on Customer Profile. 

1) Answering Phones and Explaining the Product and Services offered by the Company.
2) Contacting Existing Customers as well as Prospective Customers using Scripts.
3) Obtaining Customer Information and Other Relevant Data.
4) Asking Questions to the Customer And Understanding their Specifications.
5) Resolving Queries and Issues Related to the Products and Services.
6) Making Recordings of all the Sales Phone Calls and Sales Deals. 
7) Taking and Processing Product Orders in a Professional Manner.
8) Maintaining the Database of the Customers on a Regular Basis.
9) Suggesting Solutions Based on Customer’s Needs and Requirements.