Process Executive

5 days ago


Kolkata West Bengal, India LEKHANA CONSULTING Full time

Reporting to:
RAPC HEAD / Regional Head / Head of Home Loan

Position Purpose:
As a Process Executive, the role involves overseeing and managing customer and builder APF (Approved Project Finance) proposals, ensuring accuracy and adherence to processes.

**Responsibilities**:
Data Entry: Accurately enter and verify data related to customer and APF proposals as per the provided checklist.

Customer & Builder Proposals: Oversee the customer and builder APF proposals.

Follow-up: Regular follow-up/clarifications from branch, sales team, and DSA/connector.

Legal & Valuation Process: Coordinate with legal and valuation vendors to ensure required documents are obtained and processed promptly.

Query Resolution: Address and resolve queries from customers, builders, and internal stakeholders efficiently.

MIS Reporting: Provide daily/weekly/monthly MIS.

Educational Qualification:
Graduate from a university recognized by the Government of India/Government bodies/AICTE.

**Experience**:
Minimum 3-5 years of experience in the banking/financial services sector, particularly in Retail Assets focusing on Housing Loans and Secured Loans (LAP).

Specialist in Housing Loan/LAP proposal verification (end-to-end).

Desired Skills:
Data entry

MIS management

Customer satisfaction

Documentation and reporting

Collaboration and coordination

Problem-solving

Good communication skills

Typical Compensation:
₹3 - ₹4 LPA + Bonus

90% Fixed & 10% Variable

Working Days:
6 Days per week

Hiring Locations & Vacancies (State-wise):
**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹32,000.00 per month

Schedule:

- Day shift
- Fixed shift
- Morning shift

**Experience**:

- Retail sales: 2 years (required)
- total work: 3 years (required)

**Language**:

- English (preferred)

Work Location: In person



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