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Company Description Credit Prime Advisors LLP is one of the fastest growing Direct Selling Agents (DSA) specializing in Home Loans and Loans Against Property. The firm partners with multiple leading banks and NBFCs to provide customers with a wide range of financing options. Its growth is driven by strong relationships with financial institutions and a focus on customer-centric solutions. Candidates joining the organization will be part of a dynamic, fast-paced environment with opportunities to build expertise in retail lending and mortgage products.
Job Description – Business Development Executive (Home Loan DSA)
Position: Business Development Executive (BDE)
Industry: Home Loan / Mortgage / Financial Services
Location: Pune, Maharashtra
Company: Credit Prime Advisors LLP
About the Role
We are looking for a dynamic and result-oriented Business Development Executive to generate home loan business through direct sales, channel partners, builders, real estate agents, and customer referrals. The candidate will be responsible for acquiring new customers, maintaining relationships with banking partners, and achieving monthly business targets.
Key Responsibilities
* Generate leads for Home Loans, Loan Against Property (LAP), Balance Transfer, and other retail lending products.
* Develop and maintain relationships with real estate brokers, builders, property consultants, and referral partners.
* Meet prospective customers and understand their financing requirements.
* Assist customers in selecting suitable loan products from partner banks and financial institutions.
* Collect and verify customer documents for loan processing.
* Coordinate with banks, NBFCs, and internal processing teams for timely loan sanctions and disbursements.
* Follow up with customers throughout the loan process and provide excellent customer service.
* Achieve monthly sales and revenue targets.
* Maintain accurate records of leads, customer interactions, and business transactions.
* Conduct market visits and business development activities to expand the customer base.
* Participate in promotional campaigns, seminars, and networking events.
Required Qualifications
* Graduate in any discipline (B.Com, BBA, MBA preferred).
* 0–3 years of experience in Home Loans, Banking, Financial Services, Insurance, Real Estate, or Direct Sales.
* Freshers with strong communication and sales skills may also apply.
Skills Required
* Excellent communication and interpersonal skills.
* Strong sales and negotiation abilities.
* Knowledge of home loan products and banking processes.
* Ability to build and maintain business relationships.
* Customer-focused approach.
* Basic computer knowledge (MS Office, Email, CRM).
* Two-wheeler and valid driving license preferred.
Key Performance Indicators (KPIs)
* Monthly loan disbursement volume.
* Number of new customer acquisitions.
* Referral partner onboarding.
* Lead conversion ratio.
* Customer satisfaction and retention.
Compensation & Benefits
* Fixed Salary + Attractive Incentives
* Performance Bonus
* Career Growth Opportunities
* Professional Training & Development
* Travel Allowance (as per company policy)
Credit Prime Advisors LLP
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