The Role
Sources and sells home loans and loans against property through branches, DSAs, builders, and direct channels. Acquires customers, achieves sales and cross-sell targets, manages customer and partner relationships, coordinates loan processing with internal teams, ensures documentation and application completion, supports disbursement, promotes banking products, and follows compliance procedures.
Summary Generated by Built In
Sales Executive - Vishwas Sales (E0) Affordable HL/LAP
Roles & Responsibilities
- Source business for Home Loan (HL) and Loan Against Property (LAP) products.
- Acquire customers through branches, DSAs, builders, and direct sourcing channels.
- Achieve sales, cross-sell, and insurance targets.
- Build strong relationships with customers and channel partners.
- Coordinate with Credit, Operations, Legal, and Technical teams for smooth loan processing and disbursement.
- Ensure timely documentation, application login, and customer service.
- Drive cross-sell opportunities for CASA and other banking products.
- Adhere to all compliance and business process guidelines.
Eligibility
- Graduate with 1-5 years of experience in HL, LAP, Mortgage, BFSI, or Banking Sales.
- Good communication and relationship management skills.
- Knowledge of secured lending products preferred.
Skills Required
- Graduate degree
- 1-5 years of experience in home loans, loans against property, mortgage, BFSI, or banking sales
- Good communication skills
- Relationship management skills
- Knowledge of secured lending products
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The Company
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
