Mortgage Advisor

About the role

We are looking for a dynamic and customer‑focused Mortgage Advisor to join our team. In this role you will promote and sell mortgage and home‑finance solutions, guide customers through the property financing journey and ensure an exceptional experience.

Key responsibilities

• Drive business growth by generating mortgage sales and achieving defined sales targets within assigned markets.
• Guide customers through the mortgage journey, clearly explaining documentation requirements, application process and approval procedures.
• Manage customer relationships end‑to‑end, ensuring smooth coordination during pre‑approval and post‑approval stages.
• Ensure all mortgage applications are processed within the defined turnaround time.
• Collaborate with Relationship Managers to establish and strengthen tie‑ups with real‑estate agents and developers.
• Provide regular updates and insights on property market trends.
• Identify and onboard at least two real‑estate companies per quarter to expand the business network.
• Focus on acquiring New‑to‑Bank customers and expanding the customer base.
• Prepare and share MIS reports and regular updates on the sales pipeline.

Required profile

• Bachelor’s degree in any related field.
• Minimum 3 years’ experience in a sales role.
• Strong sales and negotiation skills.
• Customer‑focused approach with excellent communication skills.
• Knowledge of personal loan products and lending policies.
• Ability to work in a target‑driven environment.
• Strong time management and pipeline management skills.

Required skills

• Proficiency in MS Office.
• Proficiency in CRM tools.