Sales Officer – Home Loan

Job Title: Sales Officer – Home Loan

📍 Location & Openings:

• Tanjore – 5 Openings
• Srirangam – 5 Openings
• Trichy Local – 10 Openings

🏢 Interview & Reporting Venue (for all above locations):

HDFC Sales Pvt. Ltd.

HDFC sales pvt ltd, Sanjay Arcade, shopNo :SH6, 1st floor, No.1. Indian Bank colony,Sincometer road, Trichy -620021

About the Role

The Sales Officer – Home Loan will be responsible for acquiring new home loan customers through field visits, managing relationships with local builders, channel partners, and customers, and ensuring smooth loan processing. This is a field-based sales role ideal for individuals passionate about financial services and customer engagement.

Candidate Eligibility

• Minimum 6 months to 1 year of experience in sales (any field) preferred.
• Candidates with home loan / mortgage / housing finance experience will be prioritized.
• Freshers interested in starting a sales career in the financial domain may also apply.
• Basic understanding of financial products, customer handling, and documentation.
• Must be willing to travel locally within assigned geography.

Salary

💰 ₹13,000 – ₹20,000 per month (based on experience & current CTC)

• Attractive performance-based incentives

Key Responsibilities

1. Lead Generation & Business Development

• Conduct lane-to-lane / area mapping to identify new customer prospects.
• Generate leads from builders, agents, customer references, and open market activities.
• Share daily updates with the reporting manager on new leads and progress status.

2. Relationship Management

• Maintain relationships with existing and new channel partners (builders, DSAs, agents).
• Engage with customers to understand housing finance needs and recommend suitable products.
• Deliver a seamless and positive customer experience throughout the sales process.

3. Sales Execution & Documentation

• Assist customers in completing application forms and collecting required documentation.
• Ensure accurate data entry and maintain timely submission of all loan files.
• Follow up with internal teams (credit, ops, disbursement) for timely loan approval and disbursal.

4. Reporting & Compliance

• Maintain daily activity logs and sales trackers as per prescribed formats.
• Participate in daily team meetings / huddles and share progress updates.
• Ensure compliance with all sales policies, documentation standards, and ethical guidelines.

5. Channel Partner Development

• Identify potential channel partners and onboard them to expand lead sources.
• Provide training and updates to partners regarding product offerings and incentives.

Key Skills & Competencies

• Excellent communication and negotiation skills.
• Confident and motivated with a target-driven attitude.
• Basic understanding of home loan documentation and KYC norms.
• Local language proficiency is mandatory; English or Hindi will be an added advantage.
• Ability to work independently in the field and manage multiple client interactions daily.

Performance Metrics

• Achievement of monthly loan disbursement targets.
• Quality of leads and conversion ratio.
• Customer satisfaction and retention levels.
• Expansion of channel partner network.

Growth Opportunities

• Clear career progression path to Senior Sales Officer / Relationship Manager roles.
• Exposure to the banking and financial services industry.
• Opportunity to work with one of India’s leading home loan distribution companies.

Interview Venue (for all openings):

HDFC Sales Pvt. Ltd.

HDFC sales pvt ltd, Sanjay Arcade, shopNo :SH6, 1st floor, No.1. Indian Bank colony,Sincometer road, Trichy -620021

🕘 Interview Timings: 10:00 AM – 5:00 PM

📅 Working Days: Monday to Saturday