Business Development Executive

Credit Prime Advisors LLP; Pune District; On-site; INR 350,000 - 650,000; Full time

Benefits offered by this job

Attractive incentives

Performance bonus

Professional training & development

Travel allowance

Job summary

Credit Prime Advisors LLP is seeking a dynamic Business Development Executive (BDE) to generate home loan business through direct sales, channel partners, builders, and referrals. You will acquire new customers, maintain banking partner relationships, and strive to meet monthly targets.

The role involves field visits, coordinating with banks and processing teams, and promoting lending products across Pune and surrounding areas. Freshers with strong communication are welcome.

Qualifications

• Graduate in any discipline with sales orientation.
• 0–3 years in Home Loans, Banking, Financial Services, Insurance, Real Estate, or Direct Sales.
• Freshers with strong communication may apply.

Responsibilities

• Generate leads for Home Loans, Loan Against Property (LAP), Balance Transfer, and other retail lending products.
• Develop and maintain relationships with real estate brokers, builders, property consultants, and referral partners.
• Meet prospective customers and understand their financing requirements.
• Assist customers in selecting suitable loan products from partner banks and financial institutions.
• Collect and verify customer documents for loan processing.
• Coordinate with banks, NBFCs, and internal processing teams for timely loan sanctions and disbursements.
• Follow up with customers throughout the loan process and provide excellent customer service.
• Achieve monthly sales and revenue targets.
• Maintain accurate records of leads, customer interactions, and business transactions.
• Conduct market visits and business development activities to expand the customer base.
• Participate in promotional campaigns, seminars, and networking events.

Skills

Communication

Interpersonal skills

Sales

Negotiation

Home loans

Banking processes

Relationship building

Customer focus

MS Office

CRM

Email

Two-wheeler

Education

Graduate degree

MBA preferred

Job description

Company Description

Credit Prime Advisors LLP is one of the fastest growing Direct Selling Agents (DSA) specializing in Home Loans and Loans Against Property. The firm partners with multiple leading banks and NBFCs to provide customers with a wide range of financing options. Its growth is driven by strong relationships with financial institutions and a focus on customer-centric solutions. Candidates joining the organization will be part of a dynamic, fast-paced environment with opportunities to build expertise in retail lending and mortgage products.

Job Description – Business Development Executive (Home Loan DSA)

Position: Business Development Executive (BDE)

Industry: Home Loan / Mortgage / Financial Services

Location: Pune, Maharashtra

Company: Credit Prime Advisors LLP

About the Role

We are looking for a dynamic and result-oriented Business Development Executive to generate home loan business through direct sales, channel partners, builders, real estate agents, and customer referrals. The candidate will be responsible for acquiring new customers, maintaining relationships with banking partners, and achieving monthly business targets.

Key Responsibilities

• Generate leads for Home Loans, Loan Against Property (LAP), Balance Transfer, and other retail lending products.
• Develop and maintain relationships with real estate brokers, builders, property consultants, and referral partners.
• Meet prospective customers and understand their financing requirements.
• Assist customers in selecting suitable loan products from partner banks and financial institutions.
• Collect and verify customer documents for loan processing.
• Coordinate with banks, NBFCs, and internal processing teams for timely loan sanctions and disbursements.
• Follow up with customers throughout the loan process and provide excellent customer service.
• Achieve monthly sales and revenue targets.
• Maintain accurate records of leads, customer interactions, and business transactions.
• Conduct market visits and business development activities to expand the customer base.
• Participate in promotional campaigns, seminars, and networking events.

Required Qualifications

• Graduate in any discipline (B.Com, BBA, MBA preferred).
• 0–3 years of experience in Home Loans, Banking, Financial Services, Insurance, Real Estate, or Direct Sales.
• Freshers with strong communication and sales skills may also apply.

Skills Required

• Excellent communication and interpersonal skills.
• Strong sales and negotiation abilities.
• Knowledge of home loan products and banking processes.
• Ability to build and maintain business relationships.
• Customer-focused approach.
• Basic computer knowledge (MS Office, Email, CRM).
• Two-wheeler and valid driving license preferred.

Key Performance Indicators (KPIs)

• Number of new customer acquisitions.
• Referral partner onboarding.
• Customer satisfaction and retention.
• Fixed Salary + Attractive Incentives
• Performance Bonus
• Professional Training & Development
• Travel Allowance (as per company policy)