Internal Home loan Relationship Manager

Nobroker Technology Solutions Private Limited; Krishnagiri District, Chennai, Bengaluru; On-site; INR 350,000 - 550,000; Full time

Job summary

NoBroker in Tamil Nadu seeks an Internal Home Loan Sales Specialist to manage internal leads, engage with the Sales team, and drive the journey from lead to application. You will coordinate with credit and operations to ensure smooth processing and exemplary customer experience.

The role emphasizes meeting sales targets, maintaining CRM data integrity, and guiding customers through product options with clear communication and professional service.

Qualifications

• Graduate in any discipline; B.Com or finance-related degree preferred.
• Minimum 2 years of sales experience, preferably in home loans or financial services.
• Experience with internal/home loan leads and CRM tools.
• Familiarity with loan processing systems is a plus.
• Strong customer communication and organizational skills.

Responsibilities

• Lead management and conversion of internal leads into loan applications.
• Guide customers through the home loan journey and answer questions.
• Present various home loan products and their features to help customers choose the best solution.
• Ensure accurate collection of documents for submission.
• Coordinate with credit, operations and underwriting teams to support processing.
• Follow up on missing documents and status updates.
• Meet monthly/quarterly sales targets and maintain CRM records.
• Provide excellent service to drive referrals and repeat business.

Skills

Lead management

Customer engagement

Product knowledge

Documentation

Cross-functional coordination

Customer follow-up

Sales targets

CRM usage

Education

Bachelor's degree / finance related

Tools

CRM software

Job description

About Nobroker

NoBroker.com is India's first proptech unicorn, revolutionizing the real estate ecosystem by eliminating brokerage. Founded in March 2014, the platform directly connects property owners with buyers and tenants. Serving over 30+ lakh customers monthly and backed by $366 million in funding, NoBroker offers verified listings, online rental agreements, and end-to-end real estate solutions to deliver a seamless and transparent experience

Role Overview

The Primary Sales Internal Home Loan specialist will be responsible for driving home loan sales by managing internal leads, engaging with Sales team, Customer, and ensuring a seamless journey from lead allocation to conversion and hand-off for processing. This role focuses on delivering exceptional customer experiences while achieving sales targets and supporting cross-functional teams for efficient loan fulfillment.

Key Skills and Responsibilities

• Lead Management & Conversion: Engage with home loan leads received through internal channels (platform, CRM, partner inputs) and convert them into loan applications.
• Customer Engagement: Contact and guide customers through the home loan journey, proactively addressing questions and clarifying product details.
• Product Knowledge & Recommendation: Understand and present various home loan products and their features to help customers choose the best solution.
• Documentation Support: Ensure accurate collection of documents and guide customers on requirements for application submission.
• Coordination with Internal Teams: Work closely with credit assessment, operations, and underwriting to support smooth application processing and minimize turnaround time.
• Customer Follow-Up: Conduct timely follow-ups with customers for missing documentation, status updates, and queries.
• Sales Targets & Reporting: Drive achievement of monthly and quarterly sales targets and maintain accurate records in the CRM.
• Customer Satisfaction: Provide exceptional service to ensure a delightful loan experience and encourage repeat/referral business.

Qualifications & Experience Education:

Graduate in any discipline; B.Com or Finance-related degree preferred. Experience: Minimum 24 years of experience in sales, preferably in home loans, mortgage, financial services, banking, NBFC, or proptech environments. Experience with internal/home loan lead conversion is a plus. Technical Skills: Familiarity with CRM tools and basic sales/loan processing systems.