Home Loan Specialist
Key Responsibilities
- Explain and recommend Home Loan products offered by different banks and financial institutions to clients based on their eligibility and requirements.
- Act as a single point of contact for clients, guiding them end-to-end through the loan process, including documentation, approvals, disbursement, and post-sanction coordination.
- Conduct field work including client meetings, builder office/site visits, and bank branch visits to generate business and ensure smooth processing of cases.
- Plan, organize, and manage meetings with channel partners and brokers to drive sourcing, strengthen partnerships, and expand business opportunities.
- Manage, guide, and arrange sales team activities, including task allocation, performance monitoring, and daily coordination.
- Coordinate with banks, credit teams, legal teams, and technical departments to ensure timely processing and closure of loan cases.
- Manage and support APF (Approved Project Finance) processes for allotted builders, including documentation, follow-ups, and approvals with multiple banks.
- Maintain strong and long-term relationships with bank officials, builders, channel partners, and clients.
- Achieve assigned sales targets and ensure consistent business growth.
- Monitor pipeline, track case status, and resolve issues or bottlenecks during loan processing.
- Stay updated on bank policies, interest rates, eligibility criteria, and compliance requirements.
- Provide accurate MIS reports, sales forecasts, and performance updates to management.
- Ensure adherence to regulatory, compliance, and internal process guidelines.
Pay: ₹25,000.00 - ₹32,000.00 per month
Work Location: In person
