Key Responsibilities
Manage Unsecured Business Loan and Funding cases.
Conduct Financial Analysis and Business Performance Reviews.
Prepare MIS Reports, Financial Reports, and Dashboards.
Coordinate with Banks, NBFCs, and Financial Institutions.
Build and maintain client relationships.
Use Excel for financial modeling, reporting, and data analysis.
Achieve business targets and ensure timely case closures.
Preferred Experience:
✔ Personal Loan (PL) Sales
✔ Business Loan (BL) Sales
✔ Mortgage / LAP / Real Estate Loan Sales
✔ Insurance, Banking & NBFC Sales
Required Skills
Unsecured Business Funding
Financial Analysis & Reporting
Advanced MS Excel
MIS & Dashboard Reporting
Client Relationship Management
Strong Communication & Analytical Skills
Qualification
Graduate/Post Graduate in Finance, Commerce, Business Administration, or related field.
2+ years of experience in Banking, NBFC, Financial Services, or Business Funding.