Role Responsibilities
- Assist clients in understanding home loan options and processes.
- Conduct market research to identify potential clients and assess their needs.
- Develop and maintain relationships with clients to encourage repeat business.
- Prepare and present loan proposals to clients based on their financial profiles.
- Guide clients through the application process, ensuring all documentation is complete.
- Perform follow-ups with clients to monitor loan status and resolve any issues.
- Achieve sales targets through effective strategies and customer engagement.
- Collaborate with the underwriting team to ensure timely loan processing.
- Provide exceptional customer service and address client inquiries promptly.
- Stay updated on industry trends and changes in lending regulations.
- Participate in training sessions and workshops to enhance product knowledge.
- Prepare reports on sales activities, client interactions, and loan processing status.
- Utilize CRM software to track leads and manage client relationships.
- Participate in community outreach programs to promote home loan services.
- Support marketing initiatives to attract new clients and retain existing ones.
Qualifications
- Bachelor's degree in finance, business, or related field.
- Minimum 1 years of experience in sales or financial services.
- Proven track record of meeting or exceeding sales targets.
- Strong understanding of home loan products and market trends.
- Excellent communication and interpersonal skills.
- Ability to analyze financial information and provide tailored solutions.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
- Familiarity with CRM software and sales tracking tools.
- Strong negotiation and closing skills.
- Ability to work independently and as part of a team.
- Customer-focused with a passion for helping clients.
- Ability to handle pressure and work in a fast-paced environment.
- Detail-oriented and organized.
- Willingness to learn and adapt to new challenges.
- Knowledge of compliance regulations related to home loans.
Skills: relationship building,product knowledge,financial literacy,negotiation,client relationship management,housing finance,documentation,customer service,market analysis,market research,crm software,team collaboration,sales strategies,sales,bank,home loan products,microsoft office suite,communication skills,financial analysis,financial product development,loans,loan,negotiation skills,field work,closing skills
