We are looking for a dedicated and experienced Male & Female Loan & Financial Executive to join our office. The ideal candidate should have strong knowledge of Loans, GST, ITR, Financial Documentation, and Customer Data Management.
Key Responsibilities:
Handle Home Loan, Personal Loan, Business Loan, and other loan-related processes.
Manage GST registrations, GST return filing, and related compliance work.
Prepare and assist with ITR (Income Tax Return) filing and basic taxation tasks.
Maintain and organize customer documents, financial records, and digital databases.
Ensure proper storage, tracking, and management of all client data and files.
Verify customer documents and coordinate with banks, NBFCs, and financial institutions.
Follow up with clients regarding pending documents and application status.
Manage office records, reports, and administrative tasks.
Work efficiently on MS Excel, MS Word, Email, and online financial portals.