About the Role
We are looking for a Solar Loan Login & Sales Support Executive to join our team in Ghatkopar. The person will be responsible for entering and processing solar loan leads in our LOS (Loan Origination System), supporting the Sales team, handling customer queries and coordinating with Credit to move cases efficiently through the loan journey.
Key Responsibilities
· Input complete solar loan lead and customer details accurately into the company's LOS portal.
· Create and process loan applications based on leads provided by the company.
· Ensure customer information, documents and other required details are correctly captured in the LOS.
· Support the Sales team with case login, documentation, application status and process-related queries.
· Handle basic customer queries and coordinate with the relevant team for resolution.
· Coordinate closely with the Credit team for clarifications, pending information and case movement.
· Follow up on pending cases and ensure applications move within defined turnaround times (TAT).
· Identify errors or missing information in applications and coordinate with Sales/customers for correction.
· Maintain accurate case records and provide regular updates to the Sales team.
· Achieve defined login, productivity and turnaround-time targets.
· Follow company SOPs, KYC requirements and applicable lending/compliance processes.
Important: This Is NOT a Door-to-Door Sales Role
This position has performance targets, but it is an office-based sales support and loan processing role. The candidate will NOT be required to do door-to-door sales, field sales or independently source customers. Lead sources will be provided by the company, and the candidate will work on those leads through the LOS and support the Sales team in converting them into properly logged loan applications.
Candidate Profile
· Graduate in any discipline.
· Freshers are welcome to apply.
· 6 months–1 year experience in NBFC, banking, fintech, loan processing, back office, sales support, BPO or customer service is preferred.
· Good communication skills in English and Hindi; Marathi is an added advantage.
· Good computer skills and basic knowledge of MS Excel.
· Comfortable working on web-based portals and entering data accurately.
· Strong attention to detail and ability to handle documentation.
· Good coordination skills and ability to work with Sales and Credit teams.
· Target-oriented, disciplined and comfortable working in a process-driven environment.
Willing to work from office in Ghatkopar, Mumbai.