Loan Manager

4 days ago

Pune, Maharashtra, India Accurate Risk managers and Insurance Brokers Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role: CRM - Accurate Advisory (Loan Advisor / Financial Advisor)

Primary Objective:

Provide accurate, timely, and personalized loan or financial advice to clients using CRM data to enhance client satisfaction, retention, and conversions.

CRM Responsibilities:

1. Lead & Client Management

  • Use CRM to track and manage leads across the loan lifecycle.
  • Record client interactions, preferences, and financial goals.
  • Segment clients for tailored communication and advisory services.

2. Loan Product Recommendations

  • Analyse client profiles and financial data in CRM to recommend suitable loan products.
  • Stay updated on the latest loan offerings, interest rates, and eligibility through CRM integrations or updates.
  • Advise clients on loan structures (e.g., tenure, EMI options, secured/unsecured loans).

3. Document & Compliance Tracking

  • Ensure all required documentation is uploaded and validated in the CRM.
  • Track KYC/AML compliance and flag incomplete or high-risk applications.

4. Follow-Ups & Pipeline Monitoring

  • Use CRM reminders and workflows to follow up on open leads, application progress, and renewals.
  • Monitor conversion rates and reasons for drop-offs.

5. Customer Education & Support

  • Share personalized loan insights, amortization schedules, and repayment tips via CRM communication tools (SMS, email, WhatsApp).
  • Respond to customer queries related to loans or financial planning using CRM chat or ticketing modules.

6. Collaboration

  • Collaborate with sales, credit, and operations teams using notes and updates in the CRM.
  • Escalate complex cases or exceptions through CRM-based workflows.

7. Reporting & Feedback

  • Track KPIs like advisory conversion rates, client satisfaction, and average processing time.
  • Gather and record client feedback in CRM for continuous improvement.

  • Loan Operations Manager

    1 week ago

    Pune, Maharashtra, India beBeeOperationsManager Full time ₹ 8,00,000 - ₹ 12,00,000

    Job SummaryWe are seeking an experienced professional to manage our loan operations. As a Loan Operations Manager, you will play a key role in building and scaling our core operations.Key ResponsibilitiesImplement and configure the Loan Origination System (LOS) and Loan Management System (LMS).Manage the entire loan life cycle from application intake,...

  • Loan Application Manager

    1 week ago

    Pune, Maharashtra, India beBeeMortgage Full time ₹ 15,00,000 - ₹ 20,00,000

    Loan Processing Manager Position OverviewThis role involves leading and managing a team to optimize loan processing workflows, ensuring timely submission of loan files while maintaining quality standards.The successful candidate will have a strong understanding of mortgage regulations, loan origination systems, and exceptional leadership skills.Job...

  • Relationship Manager home loan and Mortgage loan

    5 days ago

    Pune, Maharashtra, India Equitas Small Finance Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEquitas Small Finance Bank is dedicated to empowering individuals, families, and businesses with seamless banking services that enable financial aspirations. As a responsible community partner, the bank is committed to being a good neighbor and giving back to the communities we serve. Our approach to banking aims to transform how it is...

  • Loan Servicing Manager

    7 days ago

    Pune, Maharashtra, India eClerx Full time

    We have scheduled a WALK-IN drive for Team leads & Managers (4-9 years) professionals who have relevant experience into Loan Syndication, Bilateral Loans, Loan Servicing . **Loan IQ exposure would be an added advantage but is not a must have. Walk-In date - 1st & 2nd Sept Time - pm POC to meet : Neha Kumari ) Job Title - Finance- Loans-...

  • Loan Servicing Manager

    7 days ago

    Pune, Maharashtra, India eClerx Full time

    We have scheduled a WALK-IN drive for Team leads & Managers (4-9 years) professionals who have relevant experience into Loan Syndication, Bilateral Loans, Loan Servicing.**Loan IQ exposure would be an added advantage but is not a must have.Walk-In date - 1st & 2nd SeptTime - 11.00 - 2.00 pmPOC to meet : Neha Kumari (9608494493)Job Title - Finance- Loans-...

  • Loan Servicing Manager

    7 days ago

    Pune, Maharashtra, India eClerx Full time

    We have scheduled a WALK-IN drive for Team leads & Managers (4-9 years) professionals who have relevant experience into Loan Syndication, Bilateral Loans, Loan Servicing.**Loan IQ exposure would be an added advantage but is not a must have.Walk-In date - 1st & 2nd SeptTime - 11.00 - 2.00 pmPOC to meet : Neha Kumari (9608494493)Job Title - Finance- Loans-...

  • Loan Servicing Manager

    22 hours ago

    Pune, Maharashtra, India eClerx Full time

    We have scheduled a WALK-IN drive for Team leads & Managers (4-9 years) professionals who have relevant experience into Loan Syndication, Bilateral Loans, Loan Servicing . **Loan IQ exposure would be an added advantage but is not a must have. Walk-In date - 1st & 2nd Sept Time - 11.00 - 2.00 pm POC to meet : Neha Kumari ) Job Title - Finance- Loans-...

  • Loan Operations Manager

    6 days ago

    Pune, Maharashtra, India Aditya Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    New Opportunity in PuneAre you aLoan Operations Leaderwith deep expertise inLMS/LOSand strong NBFC experience?We're hiring aLoan Operations Managerto help build and scale a modern, compliance-driven lending platform.Location:Pune, IndiaExperience:8–10 years in NBFCs, fintech lending, or retail bankingEducation:Graduate/Postgraduate in Finance, Business,...

  • Gold Loan Manager

    4 days ago

    Pune, Maharashtra, India Rupeek Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    This job is provided by Job Title: Relationship ManagerEducation: Bachelor's degree required (Graduation)Experience: 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Key ResponsibilitiesTo ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments.Adhering to high...

  • Senior Loan Manager

    1 week ago

    Pune, Maharashtra, India beBeeLoanPortfolioManagement Full time ₹ 12,50,000 - ₹ 14,50,000

    Job Title: Loan Portfolio Manager">Job Description:">">Responsible for the approval and appraisal of projects and properties within a designated area.">Evaluate properties and scrutinize documents to prepare technical reports.">Collect and update project data on zones and builder status, monitoring the construction stage of approved/funded projects.">Ensure...