1.

Lead Generation & Business Development


  • Identify potential customers for home loans through field activity, real estate agents, builders, and DSA channels.
  • Develop relationships with property developers, real estate agents, and financial planners to generate leads.
  • Participate in property exhibitions and loan melas.


2.

Customer Profiling & Consultation


  • Understand customer�s home buying needs and financial eligibility.
  • Explain product features, interest rates, tenure, EMI, and process flow.
  • Advise clients on documentation and property eligibility.


3.

Documentation & Application Processing


  • Collect and verify income, identity, and property documents as per policy.
  • Coordinate with internal teams (credit, legal, and technical) for processing.
  • Ensure error-free application submission and quick turnaround.


4.

Loan Closure & Disbursement


  • Follow up with credit and operations for sanction and disbursal.
  • Ensure customer satisfaction throughout the loan process.
  • Assist customers with registration, legal queries, and post-disbursal service if needed.


5.

Compliance & Reporting


  • Ensure full compliance with regulatory guidelines and internal policies.
  • Maintain records of customer interactions and track sales funnel in CRM systems.
  • Submit daily/weekly reports to managers on pipeline and conversions.


Job Types: Full-time, Permanent, Fresher


Pay: ₹15,000.00 - ₹25,000.00 per month


Work Location: In person


Speak with the employer

+91 9871356350

Salary

Hourly based

Location

UP , India UP, India

Job Overview
Job Posted:
1 month ago
Job Expire:
2 days from now
Job Type
Full-Time
Job Role
Agent

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Location

UP , India UP, India