Loans Officer
2 days ago
As an All Loans Advisor, you will be responsible for understanding customers' financial requirements, recommending suitable loan products, managing end-to-end loan processing, and ensuring smooth coordination between clients, banks, and internal teams.
Key Responsibilities:
- Generate and manage leads for all loan categories (Home, Mortgage, Personal, Business, Car, and Credit Card).
- Assess customers' financial profiles, eligibility, and loan requirements.
- Explain loan products, interest rates, processing fees, and terms & conditions clearly to clients.
- Collect and verify loan documentation and ensure completeness of files.
- Coordinate with banks and NBFCs for loan approval, sanction, and disbursement.
- Maintain strong relationships with clients to ensure repeat and referral business.
- Achieve assigned monthly and quarterly sales targets.
- Stay updated with the latest loan products, credit policies, and RBI guidelines.
- Provide excellent after-sales service and customer support.
Required Skills & Qualifications:
- Minimum qualification: 12th pass or Graduate (Bachelor's in Commerce/Finance preferred).
- 1–5 years of experience in Loans / Banking / Finance / DSA sector.
- Strong knowledge of multiple loan products (Home, LAP, PL, BL, etc.).
- Excellent communication, persuasion, and negotiation skills.
- Ability to work independently and achieve sales targets.
- Basic computer and documentation skills (MS Office, CRM tools, Email).
Job Type: Full-time
Pay: ₹20, ₹25,000.00 per month
Work Location: In person
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