Pre-Sales Executive – Mortgage Advisory

This job role will include results-driven Lead Conversion Executive who will be responsible for converting
inbound and outbound leads into qualified home-loan opportunities.

You will be the first point of contact for customers—understanding their requirements, assessing loan eligibility at a preliminary level, and routing qualified cases to the advisory or operations team for further processing.

This role directly impacts revenue and business growth.

Responsibilities

Lead Qualification & Conversion

• Call all inbound and outbound leads generated via digital channels, referrals, and partners
• Understand customer requirements including income profile, employment type, property details, and loan requirement.
• Ask structured pre-qualification questions to assess loan feasibility
• Identify serious and high-intent customers
• Convert raw leads into qualified opportunities

Customer Advisory (Initial Conversations)

• Explain Butter Money’s value proposition clearly and confidently
• Guide customers on loan eligibility basics and documentation readiness
• Clarify customer doubts regarding loan process and next steps
• Ensure smooth handover to Advisory or Operations team

Deal Tracking & Coordination.

• Route qualified cases to internal advisory or ops teams
• Follow up on cases to ensure movement toward sanction and disbursal
• Maintain accurate records in CRM systems
• Track lead progress: Lead → Qualified → Sent to Ops → Deal → Sanction → Disbursal

Performance Ownership

• Focus on quality conversion, not just call volume
• Drive cases that result in sanctions and disbursals under Butter Money code
• Collaborate with advisory and ops teams to improve closure ratios

Qualifications

• Have 1–4 years of experience in inside sales, loan sales, BFSI, or pre-sales
• Are confident speaking with customers over calls (Hindi + English preferred)
• Can handle high-volume calling and follow-ups.
• Have strong questioning and listening skills.
• Are target-driven and outcome-focused.
• Can work in a fast-paced, startup environment .