Loans Officer

As a Client Relationship Manager, your role involves sourcing new clients for various loan products and guiding them through the loan products, eligibility, interest rates, and documentation requirements. You will be responsible for assisting clients in completing and submitting loan applications, as well as coordinating with banks, NBFCs, and internal teams for processing. Building and maintaining long-term customer relationships is crucial to your success in this role. Additionally, you will be expected to achieve monthly sales and conversion targets, update the CRM regularly, and manage follow-ups proactively. Key Responsibilities: - Source new clients for various loan products - Explain loan products, eligibility, interest rates, and documentation requirements - Assist clients in completing and submitting loan applications - Coordinate with banks, NBFCs, and internal teams for processing - Build and maintain long-term customer relationships - Achieve monthly sales and conversion targets - Update CRM regularly and manage follow-ups proactively Qualifications Required: - Proven experience in sales or client relationship management - Strong communication and interpersonal skills - Knowledge of financial products and services - Ability to work towards targets and deadlines - Proficiency in using CRM software The company offers a range of benefits including a flexible schedule, health insurance, life insurance, Provident Fund, and work from home options. You will also have the opportunity to earn performance bonuses, quarterly bonuses, and yearly bonuses. The work location for this role is in person during day shifts, with an expected start date of 16/06/2025.,