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Mortgage Sales Executive
Mumbai, Maharashtra, India · Full Time
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- Experience
- 1–5 yrs
- Salary
- INR 18,000 – INR 30,000 / month
- Openings
- 1
- Posted
- 2 மணி நேரம் முன்
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Graduates with 1 to 5 years of relevant experience in mortgage, banking, or financial services; freshers may be considered for entry-level sales roles depending on requirements.
- Resume
- Required to apply
Where you'll work
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Job description
Overview
We are seeking a proactive Mortgage Sales Executive to spearhead the growth and management of home loan and mortgage product sales. This role involves acquiring new clients, nurturing alliances with referral sources, and consistently meeting established sales goals within the banking, NBFC, or financial services sectors.
Key Responsibilities
- Generate leads through both direct channels and strategic partnerships for home loans, loans against property (LAP), and other mortgage products.
- Identify and evaluate prospective customers to understand their financial needs and loan criteria.
- Build lasting relationships with Direct Selling Agents (DSAs), builders, real estate agents, brokers, and other channel partners.
- Conduct detailed client meetings to explain product offerings including eligibility, interest rates, required documentation, and repayment options.
- Meet and exceed monthly and quarterly sales and disbursement targets.
- Collect necessary customer documentation, working closely with credit, operations, and legal departments for processing.
- Track applications from initial lead generation through sanctioning and final disbursement.
- Maintain consistent communication with customers throughout the loan lifecycle.
- Expand the customer base and channel partner network to drive business growth.
- Accurately log and timely update customer and lead data within CRM systems.
- Monitor competitor activities and market trends, providing relevant insights to management.
- Ensure strict compliance with company policies, KYC norms, and lending procedures.
Required Skills and Experience
- Comprehensive knowledge of home loans and mortgage products.
- Strong capabilities in sales, negotiation, and relationship management.
- Excellent verbal and interpersonal communication skills.
- Results-driven with a self-motivated and target-oriented mindset.
- Familiarity with the local real estate and financial markets.
- Proven ability to generate leads via both direct sales and partner channels.
- Excellent follow-up and client servicing aptitudes.
- Basic proficiency in MS Office applications and CRM software.
Eligibility Criteria
- Graduation in any discipline.
- 1 to 5 years of relevant experience in home loans, mortgage sales, LAP, banking, NBFC, or related financial services.
- Preference given to candidates with backgrounds in DSA/channel sales, builder relations, or real estate sales.
- Freshers may be considered for entry-level sales positions depending on organizational needs.
Performance Metrics
- Monthly loan disbursement volume
- Number of new customers acquired
- Lead-to-sanction conversion rates
- Sanction-to-disbursement conversion rates
- New channel partners onboarded
- Revenue generated from sales
- Customer retention and satisfaction levels
Suitable Job Titles
- Mortgage Sales Executive
- Mortgage Relationship Manager
- Home Loan Sales Officer
- Relationship Manager – Home Loans
- Sales Manager – Mortgage
- Loan Against Property (LAP) Sales Executive
Minimum education
Bachelor's Degree
Skills
How they work
Communication
Attention to Detail
Initiative
Relationship Building
Negotiation