About Us:
Ace Vision Financial Services is a leading Direct Selling Agent (DSA) for home loans based in Noida. We represent top financial institutions including SBI, Canara Bank, PNB, HDFC, and ICICI. We specialize in facilitating seamless loan processes for clients by delivering expert support and documentation services.
Job Summary – Client Relationship & Operations Executive
The role involves managing end-to-end home loan processing while maintaining strong relationships with clients, banks/NBFCs, and channel partners. The candidate will ensure smooth coordination from login to disbursement and deliver excellent client service.
Key Responsibilities
Client Management
Handle client communication and provide regular updates
Follow up for documents and resolve queries
Loan Processing
Manage complete loan file processing (login to disbursement)
Verify KYC, income, and property documents
Ensure accurate documentation and file preparation
Bank & NBFC Coordination
Submit and track loan files
Follow up for approvals, sanction, and disbursement
Resolve issues with bank officials
Builder & Partner Coordination
Coordinate for property documents (Agreement, NOC, etc.)
Work with brokers and channel partners
MIS & Data Management
Maintain MIS on Google Sheets/CRM
Track cases, approvals, and disbursements
Operations Support
Ensure compliance and faster case closures
Maintain accuracy and improve TAT
Key Skills
Home loan/financial process knowledge
Strong communication (Hindi & English)
Excel/Google Sheets proficiency
Good follow-up and coordination skills
📍 Location: Urbtech Trade Centre, Sector-132, Noida
💼 Type: Full-time
⏰ Working Days: Monday to Saturday