Loan Manager

Role: CRM - Accurate Advisory (Loan Advisor / Financial Advisor)

 Primary Objective:

Provide accurate, timely, and personalized loan or financial advice to clients using CRM data to enhance client satisfaction, retention, and conversions.

CRM Responsibilities:

1. Lead & Client Management

• Use CRM to track and manage leads across the loan lifecycle.

• Record client interactions, preferences, and financial goals.

• Segment clients for tailored communication and advisory services.

2. Loan Product Recommendations

• Analyse client profiles and financial data in CRM to recommend suitable loan products.

• Stay updated on the latest loan offerings, interest rates, and eligibility through CRM integrations or updates.

• Advise clients on loan structures (e.g., tenure, EMI options, secured/unsecured loans).

3. Document & Compliance Tracking

• Ensure all required documentation is uploaded and validated in the CRM.

• Track KYC/AML compliance and flag incomplete or high-risk applications.

4. Follow-Ups & Pipeline Monitoring

• Use CRM reminders and workflows to follow up on open leads, application progress, and renewals.

• Monitor conversion rates and reasons for drop-offs.

5. Customer Education & Support

• Share personalized loan insights, amortization schedules, and repayment tips via CRM communication tools (SMS, email, WhatsApp).

• Respond to customer queries related to loans or financial planning using CRM chat or ticketing modules.

6. Collaboration

• Collaborate with sales, credit, and operations teams using notes and updates in the CRM.

• Escalate complex cases or exceptions through CRM-based workflows.

7. Reporting & Feedback

• Track KPIs like advisory conversion rates, client satisfaction, and average processing time.

• Gather and record client feedback in CRM for continuous improvement.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 1 years of experience.

More about this Loan Manager job

1. What is the eligibility criteria to apply for this Loan Manager job?
   Ans: The candidate should be Graduate and above and above with 6 months - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20500 - ₹33000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Loan Manager job?
   Ans: This Loan Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Loan Manager job?
   Ans: No, there is no fee applicable for applying this Loan Manager job and during the employment with the company, i.e., ACCURATE RISK MANAGERS AND INSURANCE BROKERS PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Loan Manager role?
   Ans: There is an immediate opening of 3 Loan Manager at ACCURATE RISK MANAGERS AND INSURANCE BROKERS PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Loan Manager job?
   Ans: This Loan Manager job has 10:00 दोपहर - 06:30 शाम timing.