Home Loan Advisor

The Financialist; Mumbai; Vor Ort; INR 300.000 - 540.000; Vollzeit

Zusammenfassung

The Financialist in Mumbai is hiring a Home Loan Advisor to own the customer’s home loan journey from initial contact through sanction and disbursement, and aftercare. Leads are provided by the company, so the focus is on service quality, not chasing sales.

Role requires 0–3 years’ experience, strong English and Hindi communication, and comfort with Google Sheets, WhatsApp Business, and AI tools. Office-based role at Andheri East, five days a week.

Qualifikationen

• Academic background: Bachelors / Masters in commerce, finance, management or a relevant field.
• Training-ready mindset and ability to learn quickly; no strict prerequisite on immigration or licensing.
• Relationships with bankers to keep files moving.
• Clear, calm communication in English and Hindi; additional languages such as Marathi or Gujarati are a plus.
• Comfort with Google Sheets, WhatsApp Business and AI tools.
• Balance-transfer, NRI or self-employed cases are advantageous.
• Office in Andheri East, five days a week.

Aufgaben

• Speak to every new lead the same day and understand the customer’s property, profile and timeline in full.
• Collect, check and organise documents for salaried and self-employed customers.
• Coordinate with lenders through file login, credit queries, sanction, agreement and disbursement, and update the customer at every step.
• Explain loan terms, sanction letters and costs in plain words.
• Stay in touch after disbursement, keep the customer’s loan record current, and flag balance-transfer opportunities.
• Keep trackers and CRM records accurate for every case.
• Follow SOPs and help improve them so every customer gets a calm, complete experience.
• Act with integrity and take full ownership of cases end to end.

Kenntnisse

English communication

Hindi communication

Banker relationships

Trainable / quick learner

Teamwork

Interpersonal skills

Balance-transfer knowledge

NRI / self-employed knowledge

AI tools familiarity

Google Sheets

Ausbildung

Bachelor’s/Master’s in commerce/finance/management or equivalent

Tools

Google Sheets

WhatsApp Business

Jobbeschreibung

The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.

Role Description:

We are launching a new home loan brand. Over the years, we have seen home buyers struggle with the home loan journey, and now we want to solve it.We are looking for a Home Loan Advisor who will own each customer's home loan journey end to end, from the first conversation through sanction and disbursement, and stay with them after. Leads are provided by the company, so the focus is fully on serving every customer well, not on chasing sales.

Experience

0 - 3 Years

• Speak to every new lead the same day, and understand the customer's property, profile and timeline in full.
• Collect, check and organise documents for salaried and self-employed customers.
• Coordinate with lenders through file login, credit queries, sanction, agreement and disbursement, and keep the customer informed at every step.
• Explain loan terms, sanction letters and costs to customers in plain words.
• Stay in touch after disbursement, keep the customer's loan record current, and flag balance-transfer opportunities over the years.
• Keep trackers and CRM records accurate for every case.
• Follow our SOP and help improve it, so every customer gets the same calm, complete experience.
• Act with integrity and take full ownership of your cases, end to end. Never mislead or mis-advise a customer.

Qualifications & Requirements

• Academic background: Bachelors / Masters in commerce, finance, management or a relevant field.
• Working knowledge of home loan documents, eligibility, FOIR, LTV and CIBIL, and how credit, legal and technical checks work is a plus, not a must. Above all, you should be trainable and quick to learn.
• Relationships with bankers, or the ability to build them, to keep files moving.
• Clear, calm communication in English and Hindi. Knowing more languages, such as Marathi or Gujarati, will be beneficial.
• Comfort with Google Sheets, WhatsApp Business and AI tools.
• Experience with balance-transfer, NRI or self-employed cases is a plus.
• Comfortable working from our office in Andheri East, 5 days a week.

Work Experience

• Ability to operate in a team-oriented and collaborative environment
• Self-motivated, flexible, and adaptable in an ever-changing environment
• Excellent interpersonal and communication skills
• Commitment to personal and professional development

Home Loan Advisor