Key Responsibilities :

Lead Generation & Customer Engagement

• Make outbound calls to prospective customers from the assigned database.
• Identify potential Home Loan requirements and generate qualified leads.
• Educate customers about Home Loan products, features, eligibility, and benefits.
• Generate appointments for interested customers and assign them to the field sales team.

Sales Coordination & Follow-Up

• Coordinate with Field Officers for customer meetings and document collection.
• Conduct regular follow-ups with prospects to improve conversion ratios.
• Track customer journey from lead generation to loan application login.
• Ensure timely movement of cases and support customers throughout the process.

Process Management

• Monitor file status until submission to the credit team and generation of application/serial numbers.
• Maintain accurate customer records and activity updates in CRM/LMS.
• Ensure adherence to internal processes, compliance guidelines, and TAT commitments.

Business Development

• Generate customer references and referrals to enhance business opportunities.
• Build strong working relationships with mapped Sales Officers and Branch Teams.
• Provide timely feedback and coordinate with stakeholders to improve conversions.

Quality & Productivity Standards

• Maintain high standards of customer interaction and service quality.
• Demonstrate strong product knowledge and effective objection handling skills.
• Ensure accuracy in customer profiling, documentation, and data entry.
• Adhere to organizational productivity and performance benchmarks.