Business Loan Executive

10 hours ago

Pune, Maharashtra, India TriEdge Solutions Full time

Job Opening: Business Loan Executive

Location: Pune

  • Roles and Responsibilities:Salary & Benefits
  • Back Office Operations:
  • Efficiently handle day-to-day tasks such as data entry, document verification, and record maintenance.
  • Manage and track internal processes to ensure smooth operations.
  • CRM Management:
  • Learn and utilize CRM (Customer Relationship Management) software for managing customer data and records.
  • Support the team in updating and maintaining accurate client information in the system.
  • SOP and TAT Compliance:
  • Understand and follow Standard Operating Procedures (SOPs) for various tasks.
  • Ensure timely completion of tasks as per the Turnaround Time (TAT) guidelines.
  • Bank Policy Adherence:
  • Gain knowledge of the organization's banking policies and ensure compliance during operations.
  • Assist in implementing and monitoring bank-specific policies in routine tasks.
  • Email Communication:
  • Draft and send professional emails to bankers and other stakeholders.
  • Handle email correspondence for approvals, clarifications, and updates.
  • Approvals and Documentation:
  • Assist in processing approvals by verifying documentation and ensuring compliance with organizational guidelines.
  • Maintain records of approval workflows and follow up with relevant teams.
  • Disbursement Processes:
  • Support the disbursement process by ensuring all necessary documentation is complete and accurate.
  • Coordinate with the team to facilitate timely disbursement.
  • Fixed salary: ?15,000 to ?40,000
  • Attractive incentives based on targets
  • Performance bonuses

Posi

Job Type: Full-time

Pay: ₹13, ₹40,000.00 per month

Work Location: On the road

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