Loan Executive Graduate Experience Jobs in Surat

Required Tax Executive with good working experience of about 2 years at CA office. The candidate must have knowledge about Tax Audit, company audit, gst audit , filing of ITRs, tax filing , gst filing etc.In addition to this, Candidate having knowledge about Project finance and loan syndication field can also apply for the post of credit analyst .

ResponsibilitiesDevelop and implement strategic sales plans to achieve company objectives.Manage and nurture relationships with key distribution partners and channels.Identify new channel opportunities and drive the growth of existing channels.Collaborate with internal teams to provide effective support to channel partners.

Name: HDFC Sales Pvt. Ltd.,(On roll Job)Job DescriptionHDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.

Job Title: Loan Relationship ManagerDepartment: Loan DivisionLocation: SuratReporting To: Manager - LoansCompany: Arham Group________________________________________Company Profile Arham GroupArham Group is a one-stop financial powerhouse offering a full spectrum of services including Equity Trading, Commodity Trading, API Trading, Portfolio Rebalancing, Insurance, Loans, and Tailored Financial Software Solutions.We serve HNI, UHNI, NRI, and institutional clients through a tech-driven, single-window platform. With a customer-centric approach and a team of experienced professionals, Arham Group blends deep domain expertise with smart technology to deliver intelligent, efficient, and reliable financial solutions.Our mission is to simplify financial journeys and empower clients with tools that fuel growth and success.________________________________________Role OverviewAs a Loan Relationship Manager, you will be responsible for acquiring new clients for various loan products, nurturing customer relationships, and ensuring smooth loan processing. You will act as a financial advisor, understanding the needs of each client and offering the most suitable loan solution.________________________________________Key Responsibilities Generate leads and acquire new customers for personal loans, business loans, home loans, and loan against property. Maintain strong relationships with existing and potential clients through regular follow-ups and quality service. Understand customer financial needs and provide the best loan options accordingly. Assist customers through the entire loan lifecycle: from application to disbursal. Collect and verify documentation as per the credit policy. Coordinate with internal teams (credit, legal, operations) for smooth processing. Achieve assigned sales targets and contribute to branch performance. Stay updated on market trends, competitor offerings, and compliance norms.________________________________________Key Skills Excellent communication and interpersonal skills Ability to build trust and rapport with customers Good knowledge of loan products and documentation processes Result-driven and customer-oriented mindset Local area knowledge and networking ability is a plus________________________________________Eligibility Criteria Bachelor's degree in Finance, Commerce, or Business Administration 23 years of experience in loan sales/relationship management preferred Knowledge of loan regulations and RBI guidelines is a plus________________________________________What We Offer Competitive Salary + Attractive Incentives Friendly, goal-driven, and collaborative work environment Opportunities for growth within the Arham Group Regular training and skill development programs________________________________________Working Days: Monday to SaturdayOffice Hours: [e.g., 10:00 AM 6:30 PM]Location: Surat

strong communication and customer service skills to handle queries and build trust. Basic knowledge of insurance products, along with sales skills, helps in suggesting suitable policies to clients. Familiarity with CRM tools, follow-up abilities, and good time management are also important. Most importantly, a CRE should maintain honesty and professionalism while dealing with customer information.

Job Openings for 5 Marketing Executive Jobs with minimum 1 Year Experience in Surat having Educational qualification of : Higher Secondary, B.Com, Other Bachelor Degree with Good knowledge in Loan Officer etc.

Job DescriptionProfile - Sales Intern* Part-time (Work from Home)Experience Level: FresherLocation: RemoteSalary: 5000 INR per month + IncentivesKey Responsibilities:1. Lead Conversion: Contact leads provided by the company through the provided calling software and convert them into Loans.2. Meeting Targets: Achieve and exceed sales targets, including the successful completion of OJT .3. Sales Presentations: Conduct effective sales presentations to potential customers, explaining the benefits and features of Loans.4. Customer Relationship Management: Build and maintain strong customer relationships, addressing customer inquiries and concerns in a professional manner.5. Sales Reporting: Maintain accurate records of sales activities, leads, and customer interactions.6. Compliance: Ensure compliance with all company policies, guidelines, and industry regulations related to insurance sales.Qualifications:- Strong communication and negotiation skills.- Self-motivated and goal-oriented.- Willingness to complete the 30-day OJT successfully.- Ability to work independently from a home office.- Proficient with the provided calling software.- Available to work from 3:30 pm to 6:30 pm, Monday to Friday.Note - Minimum 1 loan case should be done for stipend and company will provide leads .Kindly Read the job description carefully and Apply.

Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India

Job Description:- Sourcing/Acquisition of Gold loan Customers at Customer Doorsteps - Deliver Monthly targets by meeting and converting assigned leads - Responsible for appraising the Gold Ornaments & verify KYC at Customers doorstep - Responsible to travel within assigned territory/area for disbursing loans as per the process. - Responsible for lead generation through existing Customers/database. - Responsible for Productivity and Revenue Generation - Building long term relationship with HNI Customer for future business - Coordinate with respective stakeholders for grievance handling related Customers, Disbursal, Process etc. - Responsible for strict adherence to Process, Policy, Guidelines laid by the Organization.RequirementsWho Are We Looking For- Graduate with Min of 1-year Gold Valuation / Gold Sales experience in any of Gold Loans Firm. - Good Sales Skill - Must be willing to travel within the assigned Territory/Cluster - Must be willing to meet customers at Doorstep & provide door to door services to customers.BenefitsPerks & Benefits Best place to work Competitive salary Solid Sales Incentive Full Medical and Accident Insurance On-roll Employee - not on agency payroll On-time Salary and Incentive Job Stability - 0 Employees Laid Off till date Tremendous Growth Opportunity Gold Assaying certification

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target.Bancassurance JD :Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Job position : Relationship manageCTC : up to 6 LPAExperiences : more than 1 yearwork : Loan salesRoles and responsibility :- Sell various loan product to customer, know the customer expectation and work according.- Provide after sales service, achieve monthly targets, Maintain good relationship with customer.- Delivered right information to the customer, maintain the company's image.- And also work with full of energy and loyalty.

Job Openings for 5 Loan Processor Jobs with minimum 1 Year Experience in surat, Adajan, Surat, Gujarat, having Educational qualification of : B.Com with Good knowledge in Underwriting, Quality Analysis etc.

A job where you learn, grow, and are valued! Too good to be true? Not if youre at Channelplay!We are looking for a Channel Officer for TATA NEXARC, who would:- Know the Channel Officer for lending, within Nexarc Finance would be responsible for closure of Business Loans by directly managing DSA relationships within the city. He will be reporting to the State Head .- The role entails sourcing and onboarding DSA, maintaining relationships with them for robust book building via Tata Nexarcs platform. - The Channel Officer will need to deliver individual targets and support our business partners for closures.- 1.5-3yrs of relevant experience in Sales / Business Development for business loans, mortgage loans, personal loans, home loans, etc. or financial products preferably in Bank / NBFC .- Strong connect with DSAs Connectors is an added advantage .Setting up strong channels within region / product line- Developing and delivering monthly and annual revenue- Channel development & management (CAs and DSAs), customer segmentation & potential-based selling.- Collaborate with Nexarc's regional sales stakeholders.- Bike and DL is required.Salary: 31k - 37k/M + Lucrative Incentives.We care for our employees, so we like to keep them covered with PF and insurance, other benefits like TA/DA .Exp. Req. : 1+ Years No. of openings: 30Age: Up-to 32 YearsLocations: PAN India/ Multiple locations (Jaipur,Ahmedabad,Bangalore,Chennai,Coimbatore,Surat,Pune,Delhi/NCR,Mumbai)

Sales for Home Loans, Mortgage Loans, Machinery Loans, Project Loans, Working Capital

We are looking for 20 Relationship Manager / Relationship officer Posts in Mumbai, Maharashtra,Thane, Maharashtra,Ahmedabad, Gujarat,Pune, Maharashtra,Navi Mumbai, Maharashtra,Chennai, Tamil Nadu,Delhi, Delhi/NCR,Bangalore, Karnataka,Satara, Maharashtra,Nagpur, Maharashtra,Solapur, Maharashtra,Surat, Gujarat,Mehsana, Gujarat,Home Loans,Home Loan Executive,Business Loan,Loan Against Property,NBFC,Mortgage Loans, with deep knowledge in Home Loans,Home Loan Executive,Business Loan,Loan Against Property,NBFC,Mortgage Loans and Required Educational Qualification is : Other Bachelor Degree

Job Title: Business Development Executive (BFSI)Location: Surat ,GujaratExperience : 13 years of experience in BFSI sales preferred Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealthmanagement.

Candidate should have experience in the field of Taxation and Audit at CA office , which may include : Peaparing and filing of Tax Audit , Income Tax Returns , GST Audit and GST retruns , TDS retruns etc.

We are looking for 2 Tax Executive Posts in Surat, with deep knowledge in Income Tax, Company Audit, Income Tax Return, GST Return, Loan Syndication and Required Educational Qualification is : B.Com, M.Com, Chartered Accountant, I.C.W.A

We are looking for 2 Audit Executive Posts in Surat, with deep knowledge in Income Audit, Company Audit, Income Tax Return, GST Return, Loan Syndication and Required Educational Qualification is : B.Com, M.Com, Chartered Accountant, I.C.W.A