Loans Officer

Role Overview: As a Client Relationship Manager, your main responsibility is to source new clients for various loan products and guide them through the loan products, eligibility, interest rates, and documentation requirements. You will assist clients in completing and submitting loan applications, coordinate with banks, NBFCs, and internal teams for processing, and focus on building and maintaining long-term customer relationships. Achieving monthly sales and conversion targets, updating the CRM regularly, and managing follow-ups proactively are also key aspects of your role. 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 (Note: The additional details of the company benefits have been omitted as they are not included in the job description provided.) Role Overview: As a Client Relationship Manager, your main responsibility is to source new clients for various loan products and guide them through the loan products, eligibility, interest rates, and documentation requirements. You will assist clients in completing and submitting loan applications, coordinate with banks, NBFCs, and internal teams for processing, and focus on building and maintaining long-term customer relationships. Achieving monthly sales and conversion targets, updating the CRM regularly, and managing follow-ups proactively are also key aspects of your role. 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 (Note: The additional details of the company benefits have been omitted as they are not included in the job description provided.)