Key Responsibilities:1. Client Relationship Management:o Build and maintain strong relationships with new and existing SME clients.o Act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. Loan Origination and Management:o Assess client financial needs and recommend suitable SME loan products.o Guide clients through the loan application process, ensuring all documentation is completed correctly.o Monitor loan performance and work with clients to address repayment issues if they arise.3. Business Development:o Identify and pursue opportunities to acquire new SME clients, either through referrals, networking, or prospecting.o Develop a strong understanding of the SME market to tailor loan products to clients' needs.4. Cross-Selling and Upselling:o Promote and cross-sell other banking products and services such as business accounts, insurance, or investment products to enhance revenue streams.o Build a portfolio of SME clients and ensure their continued satisfaction with the bank's offerings.5. Financial Analysis:o Perform financial assessments and analysis of SME clients to determine their loan eligibility and risk profile.o Work closely with the credit team to ensure the creditworthiness of clients before loan approval.6. Customer Retention:o Work on strengthening client relationships to enhance retention and repeat business.o Provide ongoing support to ensure client satisfaction and address any concerns regarding the loan products.7. Reporting and Compliance:o Regularly report on sales performance, client interactions, and loan status to management.o Ensure all loan disbursements and client interactions comply with legal and regulatory requirements.Skills and Qualifications: Bachelor's degree in Business, Finance, Economics, or a related field. Experience in sales, relationship management, or banking (preferably with SMEs). Strong understanding of SME banking products and services. Excellent communication and negotiation skills. Analytical abilities for assessing client financial needs. Strong customer service and relationship-building skills.Product List: Term Loans Working Capital Business Expansion Loans Business Loans Over Draft Cash Credit Invoice Financing Machinery Loan Msme Loan
Position Summary:We are looking for a driven and dynamic Loan Officer responsible for sourcing, assessing, and processing loan applications for a variety of lending products including Personal Loans, Home Loans, Unsecured Business Loans, and Loan Against Property (LAP). This role involvesachieving monthly disbursement targets while maintaining high service quality and regulatory compliance.Key Responsibilities:1. Lead Generation & Loan Sourcing Generate leads through direct sales, tele-calling, field visits, referrals, channel partners,DSAs, and digital sources. Promote and explain various lending products such as:o Personal Loanso Home Loanso Unsecured Business Loanso Loan Against Property (LAP) Build and maintain strong relationships with prospective clients, real estate agents, andsmall business owners.2. Loan Processing & Customer Service Assist clients in completing the loan application and collect all required documentation. Conduct preliminary eligibility checks and risk assessments. Coordinate with internal teams (credit, legal, operations) for end-to-end loanprocessing. Ensure excellent customer service during and after loan disbursal.3. Sales Target Achievement Meet or exceed assigned monthly loan disbursement targets. Track and report progress on loan applications and closures regularly. Implement strategies to increase conversion ratios and reduce turnaround time.4. Documentation & Compliance Ensure proper and timely collection of KYC documents, income proofs, and othernecessary paperwork. Adhere to company policies and RBI regulations while processing loan applications. Minimize fraud risks through proper due diligence.
Job Summary: A Loan Executive is responsible for evaluating, authorizing, or recommending approval of loan applications for individuals and businesses. They act as a liaison between applicants and financial institutions, ensuring that all loan applications are processed efficiently and in compliance with regulations.
Dear Candidate, I saw your profile through Naukri.com, Currently we are for NBFCs , for all branches. Greetings of the Day!! We are glad to invite you for Onroll Job requirement (CALL IMMEDIATELY TO GET THE VENUE DETAILS. and refer your friends) Reference: Getwork. Payroll: NBFCs Responsibility-1- Managing Sales of Home Loan Product. Sourcing business through open market through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. 2-Generate leads of customers through branch Walk-In, field activity, direct customer meetings, references, internet mining & market mapping. 3- Ensure quality customer service is delivered. 4-Meeting productivity norms and monthly targets defined by the organization. Salary: 1LPA- 4.00 Lac per annum + Incentives. Location: - Jaipur(Ashok Marg), Delhi-NCR, Indore, UP, Lucknow, Kanpur, Noida, Gurgaon, Ahmedabad, Bhopal,Rajkot. Product required for HOME LOAN. Eligibility:- 1. Any Graduate or Post Graduate, & Must Driving License. 2. Experience 1 to 5+ Yrs (Sales background preferred) 3. Age: 24-32years 4. Must have flair in sales & marketing. 5. Should be a target & result oriented personality. 6. Should be smart, confident and possess a decent personality. 7. Ability to build and maintain strong relationships with new and existing customers. NOTE: NO HIDDEN CHARGE / NO COST / NO FEES / NO BOND. For WALK-IN Details immediately contact @Suman- 8409227541, E-Mail-suman@getwork.org Wish you all the best.
Sales Consultant Home LoansLoan ExecutiveLoan AdvisorMortgage LoansHousing LoanHousing Finance
Graduate / Post GraduateMin 1 year experience in LAP/HL/MortgageAge below 35 yearsGood communication skillsLanguage: English, Hindi, Regional Language (Mandatory)Computer Savvy: Word, Excel / E-mail / Web based systemPleasant, well groomed and confident
We are looking for 40 relation manager for NBFC Company Products personal loan Posts in Indore,Dhar,Raipur, Chhattisgarh,Durg, Chhattisgarh,Chhindwara,Ramgarh,Janjgir-Champa, Chhattisgarh,Sri Ganganagar,Jaipur,Udaipur,Bhilai Nagar, Chhattisgarh,Bhilai, Durg,Personal Loans,Loan Officer, with deep knowledge in Personal Loans,Loan Officer and Required Educational Qualification is : Other Bachelor Degree,
Meet with customers to determine their needs and recommend the right loan products to help meet their goalsMaintain an active knowledge base of all of the organizations loan products and an understanding of the qualifications required of each applicantIdentify and recommend products that meets the customers needs and the organizations lending guidelinesReview active loan files each day to determine if any documents are missing or what can be done to help the process alongUtilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization
Urgent hiring for Relationship Executive, IndoreDesignation - Relationship ExecutiveSummary- We are looking for an experienced professional with proven expertise in the field of Banking/Finance. The applicant should have experience in Home Loan products. Should be ready to achieve monthly targets. Should have hands on experience of working in the field, sourcing & generating leads. Qualification - Any graduate with minimum 6 months of experience in the same industry can apply for this role. The applicant should have Bike, License & an Android mobile. Should have good understanding of local market.