Home Loan Sales Executive

ACURA SOLUTIONS LTD; Paschim Bardhaman; On-site; INR 400,000 - 650,000; Full time

Job summary

ACURA SOLUTIONS LTD is seeking a motivated Home Loan Sales Executive to drive mortgage sales across Odisha and West Bengal. You will guide clients through the loan process, advise on suitable products, and ensure a smooth financing experience from application to closure.

The role requires strong knowledge of home loans, excellent sales and negotiation skills, and the ability to build trust with clients and partners. CRM proficiency is essential to track and close opportunities.

Qualifications

• Knowledge of home loans, mortgage loans, and housing finance.
• Excellent sales and negotiation skills.
• Ability to communicate effectively and build rapport with clients.
• Strong analytical skills to assess financial information.
• Proficiency with CRM software and other sales tools.

Responsibilities

• Engage with potential clients to understand home financing needs and provide tailored solutions.
• Assess clients' financial situations to recommend appropriate loan products.
• Maintain knowledge of the home loan market, rates, policies and competitor offerings.
• Build and maintain relationships with clients, real estate agents, and stakeholders.
• Prepare and present loan applications to underwriting with complete documentation.
• Follow up with clients through the loan process and address questions or concerns.
• Meet and exceed sales targets while adhering to company policies and regulatory requirements.

Skills

Home loan knowledge

Sales skills

Communication

Analytical skills

CRM software

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.