Loan Manager

Happy Group of Companies

Job Title: Manager

Department: Finance & Sales Support

Location: Jaipur / Ajmer

Reports To: HOD/Senior Management

Job Brief / Purpose:

At HAPPY GROUP, we value precision, proactive management, and seamless coordination in our financial and customer processes. We are seeking a dynamic and experienced Manager – Finance Department to oversee Approved Project Finance (APF) processes, manage customer booking and documentation, and ensure smooth loan processing and disbursement.

This role bridges finance, sales, customer support, and banking relationships—requiring strong leadership, analytical capability, and hands-on knowledge of real estate finance workflows. The ideal candidate will hold an MBA in Finance and bring a strategic mindset along with operational excellence.

Key Roles & Responsibilities:

Ø Coordinate with banks and financial institutions to obtain and maintain APF approvals.

Ø Ensure all project documentation meets bank and regulatory requirements.

Ø Maintain an up-to-date tracker of APF status across all active projects.

Ø Oversee real-time unit availability and booking process.

Ø Ensure inventory data is accurate across internal systems and booking software.

Ø Monitor booking status reports and address discrepancies proactively.

Ø Manage and maintain booking & CRM software functionality.

Ø Ensure system updates, user access, and integration with sales/finance teams.

Ø Provide training and support to staff for efficient software usage.

Ø Oversee collection and verification of customer documents at the time of booking.

Ø Monitor timely collection of payments and adherence to payment schedules.

Ø Coordinate with legal and accounts teams for agreement and invoicing processes.

Ø Facilitate customer home loan applications through tie-up banks.

Ø Coordinate with banks for document submission, sanctioning, and disbursal.

Ø Track disbursement progress and update internal records in real-time.

Ø Finalize allotment documents post-payment milestones.

Ø Ensure timely issuance of allotment letters and compliance with RERA norms.

Ø Act as the point of contact for channel partners and associates.

Ø Provide timely updates, support for documentation, and payment clarifications.

Ø Maintain consistent communication with banking partners for APF, loan processing, and disbursal.

Ø Handle escalations and ensure closure of issues within defined TATs.

Qualifications and Skills:

MBA in Finance from a recognized institution (preferred Tier I or II).

2-5 years of relevant experience in project finance, booking operations, or real estate finance.

Strong understanding of APF, home loan processes, customer lifecycle management.

Proficient in booking software/CRM tools and Microsoft Office (especially Excel).

Excellent communication, coordination, and team leadership abilities.

Strong stakeholder management skills (internal teams, banks, associates, customers).

Preferred Attributes:

• Experience in the real estate sector or housing finance domain.
• Familiarity with RERA compliance and documentation practices.
• Ability to handle high-pressure situations with a customer-centric approach.
• Strong organizational and follow-up skills.

Job Type: Full-time

Salary Range: ₹40,000 – ₹50,000 per month (commensurate with experience)

Happy Group of Companies

Job Title: - Sr. Executive / Assistant Manager

Department: - Finance Department

Location: - Jaipur / Ajmer

Reports To:- Manager – Finance Department / Senior Management

Job Brief / Purpose:

At Happy Group, we are committed to excellence, accuracy, and seamless coordination in our financial and customer operations. We are seeking a proactive and detail-oriented professional for the position of Sr. Executive / Assistant Manager - Finance Department. This role is responsible for managing Approved Project Finance (APF) coordination, unit bookings, customer documentation, loan processing, and disbursement workflows, along with acting as a bridge between the finance team, customers, sales associates, and banking partners.

This position requires an individual who is structured, process-driven, and capable of managing multiple tasks with efficiency. The ideal candidate should have a strong foundation in finance, excellent communication skills, and prior experience in real estate, housing finance, or a related field.

Key Roles & Responsibilities:

Ø Coordinate with banks and financial institutions for obtaining and maintaining APF approvals for various projects.

Ø Ensure all project-related and customer documentation is complete, accurate, and compliant with banking and regulatory standards.

Ø Maintain and update trackers for project finance status, customer loan processing, disbursement, and allotments.

Ø Manage real-time unit availability and booking process across internal software systems.

Ø Ensure accuracy of booking data in CRM/booking software, along with handling updates, user access, and staff support.

Ø Assist in the collection and verification of customer documents at the time of booking and throughout the financing process.

Ø Monitor payment schedules, send timely reminders, and follow up to ensure adherence to due dates.

Ø Liaise with tie-up banks for customer home loan processing — from application to disbursement.

Ø Track disbursement stages and ensure smooth loan flow, maintaining regular communication with bank officials.

Ø Coordinate with the legal and accounts departments for preparing agreements, issuing invoices, and allotment letters.

Ø Ensure timely issuance of allotment letters as per payment completion and RERA compliance.

Ø Act as a point of contact for sales associates and channel partners for documentation, process clarifications, and support.

Ø Handle escalations and bank follow-ups for pending issues and ensure closure within defined timelines.

Ø Prepare internal reports and summaries for management related to booking status, collections, and disbursement progress.

Qualifications and Skills:

MBA in Finance or a graduate degree in Commerce/Finance with relevant experience.

2–5 years of hands-on experience in project finance, loan processing, or real estate operations.

Sound understanding of APF, home loan processing, and RERA compliance.

Proficient in MS Excel, CRM/booking software, and documentation tools.

Strong communication and interpersonal skills for effective coordination with banks, customers, and internal teams.

Detail-oriented, well-organized, and capable of handling deadlines and multitasking.

Ability to work both independently and as part of a team with a customer-first approach.

Preferred Attributes:

• Prior experience in real estate finance, housing loan operations, or banking relationship roles.
• Ability to manage end-to-end documentation and regulatory compliance.
• Comfortable in a fast-paced environment with a proactive mindset.
• Strong follow-up and reporting capabilities.

Job Type: Full-time

Salary Range: ₹25,000 – ₹40,000 per month (commensurate with experience and designation)

Happy Group of Companies

Job Title: Junior Executive – Operations & Administrative Support

Department: Finance Department

Location: Jaipur / Ajmer

Reports To: Asst. Manager / HOD

Job Brief / Purpose:

At Happy Group, we value efficiency, accuracy, and strong internal coordination across our departments. We are looking for a dynamic and detail-oriented Junior Executive – Finance Department to assist with documentation, cheque and parcel coordination, associate communication, and inter-departmental support activities.

This position plays a critical role in the smooth execution of daily operational tasks, serving as a support bridge between internal departments, associates, and external stakeholders. The ideal candidate will have strong organizational skills, a proactive approach, and the ability to manage multiple priorities with discipline and ownership.

Key Roles & Responsibilities:

Ø Collect, verify, and maintain customer documentation related to projects or services.

Ø Follow up with customers and associates for timely collection of payments or cheques.

Ø Maintain and update documentation and payment trackers.

Ø Communicate with sales associates and field staff to provide regular updates or documentation support.

Ø Resolve or escalate issues related to bookings, documentation, or payment queries.

Ø Collect cheques from customers or designated associates as per schedule.

Ø Coordinate handover or deposit of cheques with the finance/accounts team.

Ø Ensure accurate logging and security of all financial instruments.

Ø Organize and manage dispatch of parcels, documents, or marketing material between branches or external parties.

Ø Liaise with courier partners and maintain delivery records.

Ø Act as a point of coordination for operations involving Ajmer, including cheque/document collection and parcel dispatch.

Ø Work closely with Ajmer-based staff for any required on-ground support.

Ø Maintain physical and digital files related to JDA (Jaipur Development Authority) or other regulatory agencies.

Ø Assist in filing, retrieving, or submitting documentation as per department needs.

Ø Provide administrative and operational support to various departments as required.

Ø Assist in the preparation of reports, updates, and basic communication drafts.

Qualifications and Skills:

Graduate degree (preferably in Commerce, Business Administration, or a related field). 0–2 years of experience in operations or a similar role.

Proficiency in MS Office (especially Excel & Word); familiarity with CRM tools is a plus.

Good written and verbal communication skills (Hindi & English).

Organized, punctual, and a team player with a high level of integrity.

Ability to multitask, prioritize work, and meet deadlines.

Preferred Attributes:

• Prior experience in real estate, finance operations, courier coordination, or field documentation.
• Willingness to travel locally (e.g., for cheque pickup or parcel delivery if needed).
• Strong coordination and follow-up abilities.
• Customer-first attitude with a professional and helpful demeanor.

Job Type: Full-time

Salary Range: ₹12,000 – ₹25,000 per month (based on experience and location)

Job Types: Full-time, Permanent

Pay: ₹25, ₹45,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Work Location: In person