Home Loan Specialist

Company Description R9 Wealth India Pvt. Ltd. is a trusted wealth management platform in India, offering solutions across mutual funds, fixed deposits, loans, stock market investments, and insurance. The company focuses on disciplined investing, long-term financial planning, and transparent guidance to help clients build, protect, and grow their wealth. With a research-driven approach and strong emphasis on client goals, R9 Wealth designs portfolios aligned with long-term objectives rather than short-term market movements. The organization supports individuals at every stage of their financial journey, from wealth creation to risk protection, and is committed to simplifying financial decision-making. R9 Wealth positions itself as a place where disciplined investing meets lifelong wealth creation.
Locations: Gurugram, Noida, Ludhiana
Package: As per market standards
Role Description The Home Loan Specialist is a full-time, on-site role based in Gurugram, Noida, Ludhiana. The specialist will guide clients through the home loan process, including assessing eligibility, explaining loan products, and recommending suitable options based on financial profiles and goals. Daily responsibilities include handling loan inquiries, collecting and verifying documentation, coordinating with lending institutions, and tracking applications until disbursal. The role involves maintaining accurate records, ensuring compliance with relevant policies and regulations, and providing clear, timely communication to clients. The Home Loan Specialist will collaborate with internal teams to deliver a smooth client experience and support the broader lending and wealth management services offered by R9 Wealth.
Qualifications
Candidates should possess strong knowledge of the Mortgage Industry and Loans, including home loan products, processes, and basic regulatory requirements.
Candidates should possess experience in Mortgage Lending, including application assessment, documentation review, and coordination with banks or financial institutions.
Candidates should possess excellent Communication and Customer Service skills to explain complex information clearly, build trust, and manage client expectations.
Candidates should possess good numerical aptitude and analytical skills to interpret financial data, assess creditworthiness, and suggest suitable loan options.
Relevant experience in home loans, retail banking, or financial services is preferred; familiarity with Indian lending practices and local market conditions is an advantage.
Ability to work on-site in Gurugram, manage multiple cases simultaneously, and use CRM or loan management systems efficiently.
Undergraduate degree in finance, business, commerce, or a related field is preferred; professional certifications in financial services or lending are an added benefit.
Feel free to reach out directly at 99712 98899

Work arrangement
No