Loan Executive

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: 2–4 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.