4075 Business Loan Jobs - Page 18

Responsibilities: * Field visit to find prospective customer Travel allowance Sales incentives

1 year experience in Banking sector. Require necessary Documents like Education Documents and Experience Documents for fast Process . Urgent Namita Gandhi 9974602009 krisha.hr@gmail.com

Role & responsibilities Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. Responsible for attending clients queries and resolution in TAT. Responsible for coordination with support functions (Credit/Ops) in facilitating disbursement. To constantly provide feedback on the ground about the market and products offered by competition. Preferred candidate profile Minimum 1 year of experience in LAP/Mortgage Loan. Must have good DSA/Connector network. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.

Walk-in Drive on 22 July (Tuesday) at upGrad- Noida office from 11 AM-2 PM Designation: Associate- Loan Advisor BU: Study Abroad Salary Range : 5LPA- 6LPA Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from Office Address : upGrad Study Abroad, Plot 3 & 4, Gold Office Campus, 3rd Floor, Tower A, Building-CLUB 125, Sector 125, Noida 201301 (Near AMITY University) Nearest Metro Station- Okhla Bird Sanctuary Metro Station. POC : Saniya Looking candidate with 1-3 years of experiance in loan processing & loan documentations. Key Responsibilities Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms. Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy. File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS. Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates. Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal. Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports. Qualifications Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field. Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector. Skills: Excellent verbal and written communication skills in English. Strong interpersonal skills with an ability to build rapport with students and partners. Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips). Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel). Highly organized with strong attention to detail and accuracy. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Problem-solving attitude and a proactive approach to work.

Role & responsibilities 1. Sales & Target Achievement: Achieve assigned sales targets for Affordable Housing Loans in terms of disbursal value and volume. Ensure the agreed interest rates (IRR) and profitability margins are maintained. 2. Lead Sourcing & Conversion: Self-source potential customers through local networking, market visits, and personal initiatives. Build and maintain a network of connectors for consistent lead generation. Follow up on leads assigned by the organization and convert them into disbursed loans. 3. Customer Relationship Management: Build strong relationships with customers to ensure satisfaction and repeat business. Provide excellent service by assisting customers with queries, explaining loan processes, and ensuring a seamless experience. 4. Channel Partner Engagement: Refer new connectors and nurture existing partnerships. Actively support and engage with partners, DSA to drive lead inflow and maintain high conversion rates. 5. Market Understanding: Stay updated on market trends, competitor offerings, and customer expectations to fine-tune sales strategies. Identify potential growth opportunities in the assigned area and share insights with the Regional Sales Manager. 6. Compliance & Documentation: Ensure all customer documentation is accurate and complies with the banks policies and regulatory requirements. Conduct initial checks on applications to ensure data accuracy and loan eligibility. Preferred Background: Experience in working with NBFCs / HFCs / DSAs etc. Prior exposure to the secured loan or Housing Loan segment.

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to go outside Open to Travel Candidates Can Call @HR Neebha 9335477725 & WhatsApp

Product:- LAP( Loan Again Property) Experience:- 4+ years ( Min 2 years of team Handling) CTC:- HIKE ON CTC Age:- Max 34 Years Must have Strong knowledge of LAP product, documentation, and customer profile Qualification:- Graduate/ Post Graduate

Product:- LAP( Loan Again Property) Experience:- 4+ years ( Min 2 years of team Handling) CTC:- HIKE ON CTC Age:- Max 34 Years Must have Strong knowledge of LAP product, documentation, and customer profile Qualification:- Graduate/ Post Graduate

Role Name - Relationship Manager - Micro Enterprise Group Business Unit: Emerging Enterprises Group Locations - MUMBAI & NAVI MUMBAI Job Description: To build and manage relationships with new and existing clients so as to ensure income generation from sale of product- Dukandar Overdraft relevant to the client - Shopkeeper. • Acquisition and managing a portfolio of existing relationships and achievement of overall business targets. • Experience in Banking sector in SME/mid-marked/Corporate banking domain with understanding of various bank facilities like, Overdraft, etc. Job Purpose: To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management. 1. Plan the branch visits detailing the coverage every week 2. Meeting the branches during the morning meeting - every branch once a month 3. Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls 4. Planning the catchment area activity/scoping for lead generation/joint call 5. Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6. Creating excitement in branches/spot sanctions/contests/recognition program 7. Check CRM daily and review the leads/update follow up leads/with dates8 Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing as per product 6. KYCs Cross Selling 1. To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. Renewals 1. Work on the renewals in advance for customers who are not getting auto renewed 2. Mail to the respective customers on docs required for renewal 3. Follow up weekly twice for docs 4. Arrange for collection of documents 5. Check the documents for completeness 6. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos as per product requirement 7. Speak to the customer for addressing issues/aberrations 8. For renewals overdue and having genuine delay put up for extensions Churn into WC account 1. Post disbursement ensure that all business churn comes to HDFC bank account 2. If OBA waiver required/check for justification/check for churn/put up to the authority 3. If not inform the customer on closure of OBA/levy of 2% penalty. Call Memos 1. Express OD Monitoring to happen basis central triggers, customers falling in triggers and if not contacted virually to be met by RM as required frequency. Delinquency management1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Share your profiles on omkar.kunsi@hdfcbank.com Mail Title - MEG_Name

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisors Build and manage relationships with connecters and referral partners, and develop your own network Achieve monthly sales targets Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly in the DSA channel Knowledge of housing finance products Open Market - Field sales

- Process:- Inbound And Outbound Voice Process - Fresher/ experience both can apply - HSC pass can apply - freshers Salary-12k TH To 18k + incentives - Shift timing:- 9:30am-6:30pm - Good communication required - looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below)- HR Mahek :-7559401618 Perks and benefits * Provide Huge Incentive and PF facility *

Hiring for Field Sales Executive. Qualification - Minimum 12th pass. Salary - 12k Nth +Pf+ESIC+Other incentives. Timing - Monday - Saturday (10:00a.m-7:00p.m) Roles and Responsibilities Identify potential customers for business loans, personal loans, and lending services through field sales activities. Conduct meetings with clients to understand their financial needs and provide customized loan solutions. Develop strong relationships with existing customers to increase repeat business and referrals. Meet monthly targets set by the organization for new loan disbursements and customer acquisition. Interested candidate more details Call Amruta@ 7039622460

AXIS BANK IS HIRING FOR PARTNER PAYROLL, ROHTAK, HISAR ROLE : CANDIDATE MUST HAVE BAKING EXPERIENCE INTO CASA SALES OR BANKING FIELD. CANDIDATE HAS TO DEAL WITH CUSTOMER WITH REGARDS TO CROSS SELLING, MUST HAVE BUSINESS ORIENTED APPROACH. LOCATION : HISAR, ROHTAK, DHARMSHALA, JAMMU, BATHINDA, MANSA, KAPURTHALA. SALARY : HIKE ON CURRENT SALARY HR CONTACT : 9501322704

AXIS BANK IS HIRING FOR PARTNER PAYROLL, PERSONAL LOAN, ROHTAK, SIRSA ROLE : CANDIDATE MUST HAVE BAKING EXPERIENCE INTO CASA SALES OR BANKING FIELD. CANDIDATE HAS TO DEAL WITH CUSTOMER WITH REGARDS TO CROSS SELLING, MUST HAVE BUSINESS ORIENTED APPROACH. LOCATION :ROHTAK, AMBALA, SONIPAT, PONTASAHIB, YAMUNA NAGAR, SONIPAT SALARY : HIKE ON CURRENT SALARY & FRESHER CAN APPLY HR CONTACT : 9501322704

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisors Build and manage relationships with connecters and referral partners, and develop your own network Achieve monthly sales targets Required Candidate profile 1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans, or LAP, particularly .Age :- 21 to 38 YEARS Knowledge of housing finance products Open Market - Field sales

Self-source business via open market channels (DST/DSA) Acquire clients for Home Loan & LAP Build and maintain strong client relationships Achieve sales targets via fieldwork Required Candidate profile Min 6 months + experience in Home Loan/LAP/Mortgage sales Ready to travel for fieldwork Excellent communication skills Freshers not eligible

• Managing Sales of Home loan, Mortgage, Lap Loan •Sourcing business through open market •Can apply for RO/RM/SM/DSA Manager- Individual •Self lead generate and achieve the target Required Candidate profile Must have 1 year of experience in Home Loan / Mortgage Loan / Lap / Cross Sell DSA and DST both are vacancy available (Individual role) Fresher can not Apply It Is a Field Sale

- Open market Home loan sales - home loan product sales Responsible for lane to lane mapping area Home loan product sales Lead Generation from open market Required Candidate profile Should have 6 months of experience in sales (Fresher can also apply) Candidates with prior experience in BFSI will have an added advantage Open to travel

Managing Sales of Home Loan Product Sourcing business Strong knowledge of home loans, LAP, mortgage loans Loan ,Insurances ,Credit Card Sales Branch Work And Filed work both are Requirement HR MANISHA MOB : 6354241839 CALL AND WhatsApp Required Candidate profile Good communication skill Must have minimum 1 year experience in Housing loan / LAP / Mortgage Loans sales CANDIDATE AGE 21 TO 50 (Depend on your Experiences in Housing loan / LAP

We are hiring in BBM Post one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch sit-work Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector) Perks and benefits Incentive Insurance Cover Paid Leave Medical

Identify sourcing contacts & network with such contacts Conduct events in the premises of establishments Network with traders association / professional association etc Identify construction projects in the market through open market / direct market Required Candidate profile Exp: 0-3 Yrs Strong presentation skills Ability to Organize, multitask, and work under pressure High degree of self-motivation Passion for selling Computer literacy, digital marketing understanding

Identify sourcing contacts & network with such contacts Conduct events in the premises of establishments Network with traders association / professional association etc Identify construction projects in the market through open market / direct market Required Candidate profile Exp: 0-3 Yrs Strong presentation skills Ability to Organize, multitask, and work under pressure High degree of self-motivation Passion for selling Computer literacy, digital marketing understanding

- To Manage the Banking products sales through assigned Bank - Resolving customer queries - To Close The leads Provided By the assigned Bank - To Handle the walk-in customer - To do Cold calling on the lead-based data. Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can't Apply Good Communication Perks and benefits - Incentive - Life Insurance Cover - Paid Leave

1. Sourcing to loan disbursement of Home Loan Files. 2. Should have market connect of 25+ DSA channels. 3.Min. 1.5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 4.Must have experience of sourcing business from DSA Required Candidate profile 1. Sourcing to loan disbursement of Home Loan Files. 2. Min. 1.5 Years of Experience in Mortgage Sales or a related field (LAP/HL) 3. DSA and DST both are vacancy available (Individual role).

We are looking for a motivated and experienced Sales Manager with expertise in Personal Loan sales through the Direct Sales Team (DST) model in Bangalore location Role & responsibilities 1. Sales & Target Achievement: Achieve monthly and quarterly disbursal targets for Personal Loans . Drive productivity of the DST team and ensure consistent performance. Monitor lead funnel, sales conversion, and quality of sourcing. 2. Team Management: Recruit, train, and manage a team of DST executives . Set daily/weekly targets and track performance through reviews and field visits. Coach and mentor the team on product knowledge, selling skills, and compliance. 3. Market Development: Identify and tap new customer segments, corporates, and cross-sell opportunities. Conduct local marketing, promotional activities, and customer engagement drives. 4. Operational Coordination: Liaise with credit, operations, and backend teams to ensure timely file processing and disbursals. Ensure all applications meet internal credit and documentation norms. 5. Compliance & Risk: Ensure adherence to regulatory guidelines , KYC norms , and internal compliance policies. Maintain portfolio quality with minimal delinquency and high customer satisfaction. Preferred candidate profile In-depth understanding of Personal Loan products and policies . Proven success in DST channel management . Strong leadership, communication, and team-building skills. Ability to handle pressure and work in a target-driven environment. Familiarity with lending systems, CRM tools, and MIS reporting. Qualifications & Experience: Education: Graduate (MBA/PG in Sales or Finance preferred). Experience: 2 to 6 years in Personal Loan sales with minimum 2 years in DST channel handling . Preferred Background: Banks, NBFCs, FinTechs in unsecured loan divisions. CTC: Competitive + Incentives + Allowances (based on experience and location) Interested candidate can hit your resume @ bhoomika.somayaji@smfgindia.com