Sohel Ahmed Khan

• Coordinated with real estate agents, title companies, appraisers, and other stakeholders to ensure smooth transactions from origination to closing.
• Mentored junior mortgage advisors, sharing industry insights and best practices to improve team performance.
• Managed a large pipeline of loans efficiently without compromising on quality or customer service.
• Conducted thorough pre-qualification assessments, ensuring clients had a clear understanding of their financial position before entering the home-buying process.
• Collaborated with underwriters to expedite the loan approval process, ensuring timely closings for clients.

• Generate revenue for the company by efficiently submitting and processing client mortgage files
• Prospect and recruit real estate agencies to join the Huspy Platform through my network, in-person visits and delivering introductory presentations.
• Cultivate and maintain strong relationships with agencies in the portfolio to ensure ongoing engagements and satisfaction.
• Acquire mortgage clientele via both partner networks and personal direct channels.
• Provide guidance to clients regarding bank products, policies and processes, assisting them in selecting the optimal options to suit their needs.
• Guide clients through the mortgage process from start to finish, providing assistance and oversight as needed.
• Contribute to a variety of projects within both the channel and broader company

• Responsible for the early screening of home finance cases, including credit analysis and evaluation of the customer's repayment capacity.
• Identify and acquire quality NTB (New to Bank) customers through various selling techniques and the activation of referrals.
• Coordinated directly with developers for price updates, available properties, and direct walk-in customers.
• Review and monitor daily activities related to sales and services to ensure highly efficient, and effective results.
• Maintaining the accuracy of the documentation process, adherence to SOPs, and TAT.
• Deferral closures, MIS, and securing assets under FAB by attending mandatory and additional training with proactive team engagement and involvement.

Multi Products

• Auto Loans
• Personal Loans
• Credit Cards
• Account Opening

Responsibilities:

• Generating a prospect database through market surveys and bank CRM leads.
• Developing a sales action plan to market and sell bank products and services to achieve bank targets and increase the customer base, in coordination with the branch manager.
• Providing professional and high-quality service to meet customer requirements by adopting the highest recognized customer principles.
• Plan for field work by conducting weekly meetings to schedule sales visits and view performance indicators constantly.
• Submit the related sales report to the Branch Manager, provided with any required recommendations on a regular basis.
• Handle difficult and sensitive customer issues, requests, and complaints, and act to promptly address and resolve these issues in due time.

• Responsible for early screening of Home Finance cases including Credit analysis and evaluation of repayment capacity of the customer.
• Identifying, marketing and developing Housing Finance Client.
• Helping the customer identify the right property, by introducing him to the bank approved developers
• Assuring necessary compliance of policies and procedures related to Home Finance product
• Co-ordinated directly with developers for price update, available properties and direct walk-in customers.
• Interacting and updating the customer at every step from pre-approval to disbursement of loan