01Overview
Job Title: Home Loan Executive
Location: Mumbai/Hyderabad
Experience:1-5 years
Employment Type: Full-Tim
Role Overview
As a Home Loan Executive, you will drive home loan sales by managing internal leads, engaging directly with customers and internal sales teams, and managing the end-to-end journey from initial lead allocation to conversion and hand-off for processing. This role requires delivering exceptional customer service, achieving target metrics, and collaborating with cross-functional teams to ensure smooth loan fulfillment.
Key Responsibilities & Competencies
Lead Management & Conversion: Actively engage with home loan leads generated through internal channels (platform, CRM, partner inputs) and convert them into completed loan applications.
Customer Engagement: Contact and consult customers along their home loan journey, proactively addressing inquiries, offering clear guidance, and clarifying product details.
Product Recommendation: Leverage a strong understanding of various home loan products and features to help customers select the optimal financial solutions.
Documentation Support: Ensure precise and complete collection of required financial documents, providing clear instructions to applicants to ensure successful submissions.
Internal Coordination: Work closely with credit assessment, underwriting, and operations teams to facilitate application flow and minimize overall processing time.
Follow-up & Tracking: Perform timely follow-ups for missing documents, provide application status updates, and clear customer queries efficiently.
Target Achievement & CRM Reporting: Consistently meet or exceed monthly and quarterly loan conversion targets while maintaining accurate activity records in the CRM.
Customer Satisfaction: Deliver a smooth customer experience to foster strong relationships and build opportunities for repeat or referral business.
Qualifications & Experience
Education: Graduate in any discipline; B.Com or a Finance-related degree is preferred.
Experience: 24 years of experience in sales, preferably within home loans, mortgages, banking, financial services, NBFCs, or proptech environments. Prior experience in converting internal home loan leads is a strong plus.
Technical Proficiency: Hands-on experience using CRM tools and basic sales or loan processing systems.
It is a Full Time Telesales / Telemarketing job for candidates with 1 - 5 years of experience.More about this Telesales Loan Sales jobPlease go through the FAQs to get all answers related to the given Telesales Loan Sales jobWho is eligible to apply for this Telesales Loan Sales job at Digivance Solutions
Ans : Candidates should have a Graduate and above qualification for this Telesales Loan Sales job offered by Digivance Solutions.
How much can you earn in this position
Ans : You can earn between 40,000-50,000 per month in this Telesales Loan Sales position.
What shift and timings does this job follow
Ans : This Telesales Loan Sales job follows a Day shift.
Do you need to visit the office for this job
Ans : Yes, candidates need to visit the office and work from the location in Thane (East), Mumbai.
How many openings are available for this position
Ans : There are 4 openings available for this position.
Is this job open for all genders
Ans : Yes, this Telesales Loan Sales job is open for both male and female candidates.
Where is this job located
Ans : This Telesales Loan Sales job is located in Thane (East), Mumbai.
Why should you apply for this Telesales Loan Sales job
Ans : This Telesales Loan Sales job offers a salary between 40,000-50,000 per month. This is a Full Time opportunity and has 4 openings available.
Candidates can call HR for more info. .