Field Sales Officer

Mortgage Sales Executive – Job DescriptionJob Title: Mortgage Sales Executive / Relationship Manager – Mortgage Sales

Department: Sales

Experience: 1–5 Years

Location: [Location]

Employment Type: Full-time

Industry: Banking / NBFC / Financial Services

Job SummaryWe are looking for an energetic Mortgage Sales Executive to generate and manage home loan and mortgage business by acquiring new customers, developing relationships with referral partners, and achieving assigned sales targets.

• Key ResponsibilitiesGenerate leads for home loans, loan against property (LAP), and other mortgage products through direct and channel sales.
• Identify prospective customers and understand their financial and loan requirements.
• Build and maintain relationships with DSAs, builders, real estate agents, brokers, and other channel partners.
• Conduct customer meetings and explain loan products, eligibility, interest rates, documentation, and repayment terms.
• Achieve monthly and quarterly sales and disbursement targets.
• Collect and verify customer documents and coordinate with credit, operations, and legal teams.
• Follow up on applications from lead generation through sanction and disbursement.
• Maintain regular communication with customers throughout the loan-processing cycle.
• Develop new customer and channel-partner networks to increase business.
• Ensure accurate data entry and timely updating of leads and customer information in CRM systems.
• Monitor competition and market trends and provide relevant feedback to management.
• Ensure compliance with company policies, KYC requirements, and applicable lending procedures.
• Required SkillsGood knowledge of home loans and mortgage products.
• Strong sales, negotiation, and relationship-management skills.
• Excellent communication and interpersonal skills.
• Target-oriented and self-motivated approach.
• Good knowledge of the local market.
• Ability to generate leads through direct sales and channel partners.
• Strong follow-up and customer-handling skills.
• Basic knowledge of MS Office and CRM systems.
• EligibilityGraduate in any discipline.
• 1–5 years of experience in home loans, mortgage sales, LAP, banking, NBFC, or financial services.
• Candidates with experience in DSA/channel sales, builder relationships, or real-estate sales can be preferred.
• Freshers may be considered for entry-level sales positions depending on the company requirement.
• Key Performance IndicatorsMonthly loan disbursement
• Number of new customers acquired
• Lead-to-sanction conversion
• Sanction-to-disbursement conversion
• New channel partners acquired
• Revenue generated
• Customer retention and satisfaction

Suitable Designation Options:

• Mortgage Sales Executive
• Mortgage Relationship Manager
• Home Loan Sales Officer
• Relationship Manager – Home Loans
• Sales Manager – Mortgage
• Loan Against Property (LAP) Sales Executive