Client Relationship Manager

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

• It is a Full Time కస్టమర్ మద్దతు / టెలికాలర్ job for candidates with 0 - 2 years of experience.