Sales Officer - Home Loans

The Sales Officer (SO) will play a pivotal role in meeting home loan targets within their assigned geography. They will be responsible for identifying and cultivating new sources nurturing relationships with existing sources and ensuring efficiency and productivity in their designated area. The SO will work closely with their supervisor to map out the area maintain reports manage channel partner recruitment and enhance customer experience through effective relationship management.

Role & Responsibilities:

1. Area/ Lane /Geography Mapping:

   • Conduct regular lanetolane/area mapping in the assigned geography with guidance from the supervisor.
     
   • Identify new sources within the allocated area and provide progress updates during team huddles.
     

2. Source Relationship Management:

   • Cultivate and maintain strong relationships with all assigned and identified sources within the geography/area.
     

3. Maintain Reports:

   • Keep accurate and uptodate reports related to sales activities in the prescribed format.
     
   • Maintain a daily diary of activities as per company guidelines.
     

4. Channel Partner Recruitment:

   • Assess the need for appointing channel partners and initiate recruitment efforts as required.
     

5. Team Huddle:

   • Attend daily team huddles as part of the established process.
     

6. Customer Relationship Management:

   • Enhance customer experience by developing and sustaining relationships with clients.
     

7. Completion of File:

   • Ensure the timely and accurate submission of complete application forms documentation and information.
     

Desired Applicant:

• Graduate candidates with good communication and interpersonal skilss
• Thorough knowledge of all mortgage loans products and familiarity with competitors offerings.
  
• Demonstrated ability to effectively sell products and provide necessary services to customers.
  
• Proficiency in analyzing credit documents to determine eligibility.
  
• Skilled in handling objections from customers.
  

Behavioral Competencies:

• Strong interpersonal skills with a focus on customer relationship management.
  
• Effective planning abilities with expertise in geography mapping and sales management.
  
• Proven selling skills with a track record of successful conversions and objection handling.
  

Good to Have:

• Creativity in problemsolving and serviceoriented mindset.
  
• Strong logical reasoning skills.
  

This job description is intended to convey information essential to understanding the scope of the role. Additional responsibilities may be assigned as deemed necessary by the company