Home Loan Sales Executive

ACURA SOLUTIONS LTD; Bardhaman; On-site; INR 450,000 - 650,000; Full time

Job summary

ACURA SOLUTIONS LTD in Odisha and West Bengal is seeking a motivated Home Loan Sales Executive to guide clients through the loan application process, advise on housing finance options, and close loans efficiently.

You will assess financial situations, stay updated on market policies, build strong client relationships, and work with real estate partners to meet sales targets while ensuring compliance.

Qualifications

• In-depth knowledge of home loans and housing finance products.
• Strong sales and negotiation abilities with a results-driven mindset.
• Ability to understand client financials and assess loan suitability.
• Effective communication and rapport-building with clients.
• Familiarity with CRM tools and sales workflows.

Responsibilities

• Engage with potential clients to assess home financing needs and present tailored solutions.
• Evaluate clients' financial situations to recommend appropriate loan products.
• Keep up-to-date with home loan market rates, policies, and competitors.
• Build relationships with clients, real estate agents, and stakeholders.
• Prepare loan applications for underwriting and ensure complete documentation.
• Follow up with clients throughout the loan process to address questions.
• Aim to meet and exceed sales targets while complying with policies and regulations.

Skills

Home loans knowledge

Sales skills

Client communication

Financial analysis

CRM proficiency

Problem solving

Tools

CRM software

Job description

We are seeking a motivated and results-driven Home Loan Sales Executive to join our team in Odisha and West Bengal. The ideal candidate will have a strong background in home loans and mortgage sales, with a passion for helping clients secure financing for their dream homes. As a Home Loan Sales Executive, you will be responsible for guiding clients through the loan application process, providing expert advice on various loan products, and ensuring a smooth and efficient experience from start to finish.

Key Responsibilities:

• - Engage with potential clients to understand their home financing needs and provide tailored solutions.
• - Conduct thorough assessments of clients' financial situations to recommend appropriate loan products.
• - Maintain up-to-date knowledge of the home loan market, including interest rates, lending policies, and competitor offerings.
• - Build and maintain strong relationships with clients, real estate agents, and other stakeholders.
• - Prepare and present loan applications to underwriting teams, ensuring all necessary documentation is complete.
• - Follow up with clients throughout the loan process to address any questions or concerns.
• - Meet and exceed sales targets while adhering to company policies and regulatory requirements.

Required Skills:

• - Strong knowledge of home loans, mortgage loans, and housing finance.
• - Excellent sales and negotiation skills.
• - Ability to communicate effectively with clients and build rapport.
• - Strong analytical skills to assess financial information.
• - Proficiency in using CRM software and other sales tools.
• - A proactive approach to problem-solving and customer service.