HDFC Sales Private Limited
Website:
hdfcsales.com
Job details:
Company Description HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, created as a dedicated distribution arm to deliver doorstep financial services to clients of the HDFC group. The company focuses on helping individuals manage their finances through a portfolio of products, including Home Loans, Life Insurance, and General Insurance. With a strong customer-centric approach, HDFC Sales aims to simplify complex financial decisions and provide personalized solutions. Team members work in a structured, growth-oriented environment with opportunities to build expertise in retail financial services.
Role Description The Home Loan Specialist is a full-time, on-site role based in Surat. The role involves meeting prospective customers, understanding their home financing needs, and providing suitable loan options and guidance throughout the application process. Daily activities include generating and following up on leads, explaining loan features and eligibility criteria, assisting with documentation, and coordinating with internal teams for loan processing and approvals. The Home Loan Specialist also supports post-disbursal customer queries, maintains accurate records, and works towards achieving individual and team sales targets while ensuring a high standard of customer service and compliance with company policies.
Qualifications
- Strong knowledge of the mortgage industry and familiarity with mortgage lending practices and home loan products.
- Ability to manage loans end-to-end, including eligibility assessment, documentation, and coordination for approvals.
- Excellent communication skills for explaining financial products clearly and building trust with diverse customers.
- Customer service skills, including responsiveness, problem-solving, and a professional, client-focused approach.
- Relevant experience in home loans, retail banking, or financial services is preferred.
- Bachelor’s degree in business, finance, commerce, or a related field is an advantage.
- Comfort with working on-site in Surat, meeting field targets, and collaborating with cross-functional teams.
- Basic computer proficiency and the ability to use CRM or sales tracking tools effectively.
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