Sales Officer - home Loans
Sales Officer - home Loans
Posted on :
29-07-2025
Employer Active
1 Vacancy
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Job Description
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
- Bachelors 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.
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
Employment Type
Full Time
Key Skills
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