Loan Advisor

Job highlights

• PF, Laptop, Health InsuranceJob DescriptionYou will pitch our home loan solutions to potential customers, offering tailored recommendations based on their financial profiles. You'll manage the complete loan process — from collecting the necessary documents to coordinating with banks and customers — ensuring seamless, timely loan processing. Your efforts will directly contribute to delivering an exceptional customer experience and driving conversions.Key Responsibilities◆ Engage with customers to understand their financial needs and drive loan conversions◆ Collect accurate loan application information and documents, ensuring compliance◆ Visit customers as needed based on application requirements◆ Guide customers on the loan process, TAT, and document requirements (KYC, etc.)◆ Adhere to organizational TAT, SLAs, and SOPs to maximize quality and conversions◆ Maintain in-depth knowledge of products and financiers to advise customers on the best options Who Is An Ideal Fit ◆ 1-5 years of ex

You will pitch our home loan solutions to potential customers, offering tailored recommendations based on their financial profiles. You'll manage the complete loan process — from collecting the necessary documents to coordinating with banks and customers — ensuring seamless, timely loan processing. Your efforts will directly contribute to delivering an exceptional customer experience and driving conversions. Key Responsibilities ◆ Engage with customers to understand their financial needs and drive loan conversions ◆ Collect accurate loan application information and documents, ensuring compliance ◆ Visit customers as needed based on application requirements ◆ Guide customers on the loan process, TAT, and document requirements (KYC, etc.) ◆ Adhere to organizational TAT, SLAs, and SOPs to maximize quality and conversions ◆ Maintain in-depth knowledge of products and financiers to advise customers on the best options  Who Is An Ideal Fit ◆ 1-5 years of experience in home loan/LAP sales (Banks/NBFC/Fintech) ◆ Excellent interpersonal and communication skills ◆ Proficient in Microsoft Office ◆ Willing to conduct customer visits when required ◆ Quick to adapt to new systems