Loan Services – Job Description & ResponsibilitiesThe Loan Services Executive handles end-to-end coordination of retail and business loan cases.The role involves sourcing leads for Personal, Business, Home, LAP, and MSME loans.The executive explains loan products, eligibility, interest rates, and charges to customers.The executive collects, verifies, and organizes customer documents as per bank or NBFC norms.The executive conducts preliminary eligibility checks and credit profiling.The executive coordinates with banks, NBFCs, and internal credit teams for case login.The executive tracks application status and follows up for approvals and disbursements.The executive resolves documentation gaps and customer queries promptly.The executive ensures compliance with KYC, AML, and internal process guidelines.The executive maintains accurate records, MIS reports, and customer data confidentiality.The executive supports post-disbursement activities and customer service issues.The executive works towards monthly targets for logins, sanctions, and disbursements.The executive builds and maintains relationships with channel partners and bank officials.The executive participates in field visits, marketing activities, and lead generation drives.The executive updates customers regularly on case progress and timelines.The executive adheres to ethical sales practices and regulatory requirements.
Other Details
It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.
More about this Financial Service Sales Associate job
What is the eligibility criteria to apply for this Financial Service Sales Associate job?
Ans: The candidate should be 12th Pass and above and above with 1 - 3 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹10000 - ₹15500 per month that depends on your interview. It's a Full Time job in Guwahati.
How many working days are there for this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job will have 6 working days.
Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Udayan Associates.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Financial Service Sales Associate role?
Ans: There is an immediate opening of 5 Financial Service Sales Associate at Udayan Associates
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
What are the timings of this Financial Service Sales Associate job?
Ans: This Financial Service Sales Associate job has 09:30 AM - 07:30 PM timing.
Candidates can call HR for more info.
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Other Details
No. Of Working Days
6
Benefits
Insurance, PF
Skills Required
Computer Knowledge, MS Excel, Lead Generation, Convincing Skills, Cold Calling