Internal Home loan Relationship Manager

Nobroker Technology Solutions Private Limited; Pune District, Mumbai; On-site; INR 350,000 - 600,000; Full time

Job summary

NoBroker, through Nobroker Technology Solutions Private Limited, seeks a Primary Sales Internal Home Loan specialist to drive home loan sales via internal leads, collaborating with the Sales team and customers, ensuring a smooth journey from lead allocation to processing. The role emphasizes customer-centric service, goal attainment, and cross-functional support for efficient loan fulfilment.

The candidate will manage lead flow, engage customers, present loan products, collect documents, and

Qualifications

• 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. Familiarity with internal/home loan lead conversion is a plus.

Responsibilities

• Lead Management & Conversion: Engage with home loan leads received through internal channels and convert them into loan applications.
• Customer Engagement: Contact and guide customers through the home loan journey, 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 with credit assessment, operations, and underwriting to support smooth processing.
• Customer Follow-Up: Conduct timely follow-ups for missing documentation, status updates, and queries.
• Sales Targets & Reporting: Drive achievement of monthly and quarterly sales targets and maintain CRM records.
• Customer Satisfaction: Provide exceptional service to ensure a delightful loan experience and encourage repeat/referral business.

Skills

Lead management

Customer engagement

Product knowledge

Documentation

Coordination

Follow-up

Sales targets

CRM reporting

Education

Graduate / B.Com or Finance degree

Tools

CRM tools

Job description

About Nobroker

NoBroker.com is Indias 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.