Home Loan Executive

Home Loan Sales ExecutiveJob Title: Home Loan Sales Executive / Sales Officer

Department: Sales

Employment Type: Full-Time

Work Mode: Field Sales

Location: [Location]

Job SummaryWe are looking for a motivated and target-oriented Home Loan Sales Executive to generate new home loan business, acquire customers, develop channel relationships, and manage the loan process from lead generation through disbursement.

• Key ResponsibilitiesGenerate home loan leads through open-market sourcing, builders, real estate agents, DSAs, connectors, referrals, and existing customers.
• Identify customer requirements and recommend suitable home loan products.
• Meet customers, explain eligibility, interest rates, tenure, documentation, and loan process.
• Collect and verify required customer documents and ensure complete application files.
• Coordinate with credit, operations, legal, technical, and banking teams for smooth processing.
• Follow up on cases from login → sanction → documentation → disbursement.
• Build and maintain strong relationships with builders, brokers, DSAs, connectors, and real estate agents.
• Generate repeat business and customer referrals.
• Maintain regular follow-up and update sales/CRM records.
• Achieve assigned monthly login, sanction, and disbursement targets.
• Ensure compliance with company policies and regulatory requirements.
• Resolve customer queries and provide a smooth customer experience.
• EligibilityGraduate in any discipline; finance/business qualification is an advantage.
• 0–3 years of sales experience for Sales Executive roles; experience in home loans, LAP, banking, NBFC, or real estate is preferred.
• Freshers with strong communication and sales skills may also be considered.
• Willingness to travel and work in the field.
• Required SkillsGood communication and negotiation skills.
• Strong customer relationship and networking ability.
• Lead generation and conversion skills.
• Target-oriented and self-motivated approach.
• Basic knowledge of home loans, KYC, income documents, and property documentation.
• Ability to coordinate with multiple internal and external stakeholders.
• Basic knowledge of MS Office and CRM systems.
• Key Performance Indicators (KPIs)Monthly home loan disbursement.
• Number and quality of leads generated.
• Login-to-sanction conversion.
• Sanction-to-disbursement conversion.
• New customer acquisition.
• Builder/DSA/connector relationship development.
• Turnaround time and documentation quality.

CompensationSalary: ₹[18000] – ₹[23000] per month

Incentives: Performance-based incentives

Additional Benefits: TA/Petrol allowance, PF, medical insurance, and other company benefits as applicable.

Ideal Candidate: A highly energetic, field-oriented sales professional who can generate leads independently, build strong market relationships, and consistently achieve home loan sales targets.