Loan Executive

Bhumija Group

1 - 2 years

1 - 2 Lacs

Jaipur

Posted:2 months ago| Platform:

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Skills Required

Banking Operations Traveling Communication Skills Banking Process Basic knowledge of computer

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Loan Executive is responsible for identifying loan customers, assessing their financial needs, and assisting them through the loan application process. This role involves customer interaction, loan processing, document verification, and ensuring compliance with lending policies and regulations.

Key Responsibilities:

Promote and sell loan products (personal loans, business loans, home loans, etc.) to individual and corporate clients.
Meet assigned sales targets and business objectives.
Conduct initial assessment of customer eligibility based on creditworthiness and internal policies.
Collect and verify documentation including ID proof, income proof, bank statements, etc.
Guide customers through the entire loan application and approval process.
Maintain accurate records of loan applications, approvals, and rejections.
Follow up with customers for EMI payments, renewals, and closures.
Coordinate with credit and risk teams for loan sanctioning and disbursement.
Maintain strong customer relationships and provide excellent post-sale support.
Stay updated with lending regulations, bank/NBFC policies, and competitor products.

Qualifications:

Bachelors degree in Finance, Business Administration, or a related field.
Proven experience (1-3 years) in retail lending or financial sales (preferred).
Strong understanding of banking/loan products and services.
Good interpersonal and communication skills.
Ability to meet sales targets under pressure.
Knowledge of basic computer applications and CRM tools.

Key Skills:

Loan processing & documentation
Sales and target orientation
Customer relationship management
Financial analysis basics
Time management and follow-up
Team collaboration

Compensation:

8000 to 14000 PM

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