ItechMentor

Navi Mumbai, Maharashtra

Meet with loan applicants to identify their needs and collect information for loan applications.Analyse active loan files on a regular basis and recommend solutions to speed up the loan process.Complete loan contracts and teach clients on policies and regulations.Monitor and update account records.Submit loan applications in a timely manner.Prepare detailed loan proposals.Reject loan applications and explain deficiencies to applicants.Respond to applicants' questions and resolve any loan-related issues.Operate in compliance with laws and regulations.Approves loans by issuing checks or forwarding applications to loan committee.Evaluates loan applications and documentation by informing applicant of additional requirements

Providing accurate investment advice to clients. Accurately evaluating financial reports. Managing clients investment portfolios. Staying abreast with the latest financial news. Providing regular updates to clients regarding the status of their investment portfolios. Informing clients of new investment opportunities within the stock market. Sourcing new clients through networking and cold calling. Accordingly making changes in investment strategies based on market conditions. Excellent communication skills. Build relationship with customers.