Loan Officer Job Vacancies in Uttar Pradesh

As a Branch Credit Manager, you will play an essential role in managing credit operations for the branch. Your responsibilities will involve assessing credit applications and ensuring that all processes comply with company policies.Key Responsibilities:- Review Credit Applications: Analyze credit applications and financial documents to evaluate candidates' creditworthiness.- Conduct Credit Assessments: Assess the financial history and risk factors of applicants to make informed lending decisions.- Monitor Loan Performance: Keep track of outstanding loans and ensure timely repayments by clients to minimize defaults.- Client Communication: Communicate with clients to clarify any doubts regarding credit terms and conditions, fostering a strong relationship.- Report Preparation: Prepare reports on credit performance and risk assessments for branch management, aiding in strategic decision-making.Required Skills and Expectations:Candidates should be detail-oriented and possess strong analytical skills to assess financial data efficiently. Good communication skills are essential for explaining credit-related information to clients and resolving their queries. You should be comfortable working from home and managing tasks independently while being proactive in seeking guidance when necessary. A basic understanding of banking products and services will be beneficial. A positive attitude and willingness to learn will help you grow in this dynamic role, even if you have little or no prior experience. The position is suitable for individuals who have completed at least the 12th grade and are eager to start their careers in finance.

As a Loan Advisor, you will assist clients in understanding and securing various loan products. Your role is crucial in helping individuals and businesses find the right financial solutions to meet their needs. Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and provide tailored loan options that suit their situations.- Loan Product Knowledge: Stay informed about different loan products, including personal, home, and business loans, to effectively guide clients in their decisions.- Loan Application Assistance: Help clients fill out loan applications accurately, ensuring they understand required documentation and the application process.- Research and Analysis: Analyze market trends and lending policies to recommend the best options available for clients.- Follow-Up Communication: Maintain consistent communication with clients throughout the loan process to keep them informed and address any questions or concerns.Required Skills and Expectations:- A high school diploma is required, and any additional financial or sales training is a plus.- Strong communication skills are essential for explaining complex loan details in a simple manner.- Good analytical skills to assess clients financial situations and provide appropriate advice.- Ability to work collaboratively in a team environment while also being self-motivated.- A positive attitude and customer-focused mindset, with a willingness to learn and grow in the role. You should be ready to work full time from our office in Sector 4. Experience is not mandatory, but enthusiasm and eagerness to learn are essential.

We are hiring a Telecaller for sales of Personal Loans & Overdraft. Candidate will call customers, explain loan products, generate leads, and close sales. Freshers & experienced both can apply. Good communication skills required.Responsibilities:Call potential customers and explain loan offersGenerate leads and follow-up regularlyAchieve daily/monthly sales targetsMaintain customer dataSalary:Freshers: 13,000 - 18,000Experienced: 18,000 - 20,000 + IncentivesLocation: Ground Floor, E-29, Noida Sector 8

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

We are looking for a dedicated Loan Officer to join our team in Varanasi. As a Loan Officer, you will help customers through the loan application process and provide guidance on loan products available to them.Key Responsibilities:- Assess Loan Applications: Review and analyze loan requests to determine eligibility based on financial health and credit scores.- Provide Loan Guidance: Assist customers in understanding different loan options and choosing the best fit for their financial needs.- Gather Documentation: Collect necessary documents from applicants, ensuring all required information is complete for a smooth processing.- Build Relationships: Establish strong relationships with clients, helping them feel comfortable and informed throughout the loan process.- Follow Up: Maintain contact with clients to provide updates on application status and answer any questions they may have.- Meet Sales Goals: Work towards achieving individual and team loan sales targets by promoting loan products effectively.Required Skills and Expectations:- You should have completed at least your 12th grade education.- Strong communication skills are essential for explaining complex information clearly to clients.- A basic understanding of financial products and services will help you succeed in this role.- The ability to work well under pressure and manage multiple tasks while maintaining attention to detail is important.- Being a team player and having a positive attitude will significantly contribute to your success in this position. - Previous experience in customer service or sales is a plus, but fresh candidates are encouraged to apply.

Candidates should be know KYC process gold valuation and negotiation skill

Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization

As a Tele Sales Officer, you will be responsible for making outbound calls to potential customers to promote and sell products or services. You will need to engage with customers, provide information about products, answer questions, and close sales.Key Responsibilities:- Make outbound calls to potential customers.- Promote and sell products or services over the phone.- Engage with customers and build rapport.- Provide information about products and services.- Answer any questions customers may have.- Close sales and meet sales targets.Required Skills and Expectations:- Excellent communication skills.- Ability to persuade and close sales.- Patience and persistence.- Good listening skills.- Basic computer knowledge.- Ability to work independently and as part of a team.- Willingness to learn and adapt to different sales techniques.- Ability to handle rejection and remain positive.

We are looking for a Loan Sales Executive to join our team at Credmart Services Private Limited. the position offers a salary of 15000 - 25000.Key Responsibilities: Urgent Hiring ARO (Assistant Relationship Officer Telecaller)Minimum 0- 6 months of experience required (Personal Loan / Overdraft preferred)Good communication & convincing skillsRequires candidates who are skilled in building customer relationships, following up on leads, and maximizing sales opportunities. Identify prospects and develop sales strategies to drive business growth. Immediate joiners preferred Attractive salary package Location: [Sec-4,Noida]If interested, kindly share your resume at [rahul.gupta@cred-mart.com/9990537269].

We Have Opening In HDFC Sales Pvt. Ltd.,Position Available is Home loan Sales Officer and loan officer.Job Description:HDFC 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.Note: Graduation Mandatory

About the Role:We are seeking a Deputy Manager Mortgages to lead and manage a team in the Home Loans domain at Kaushambi. The candidate will be responsible for achieving team targets, ensuring employee retention, managing assigned geography efficiently, and keeping the team motivated and engaged.Key Responsibilities:1. Area / Geography MappingAllocate and manage geography for the team.Collaborate with team members to ensure effective coverage.Audit and review area mapping progress regularly and share updates with superiors.2. Source Relationship ManagementManage relationships with all sources in the assigned geography.Maintain strong engagement to ensure consistent lead generation and conversion.3. Joint CallsConduct daily joint calls with team members, including source visits and sales calls.4. Channel Partner RecruitmentIdentify and empanel new channel partners to expand business opportunities.5. Team Huddle & ReviewConduct daily team huddles as per process guidelines.Review implementation of sales processes, LMS processes, and daily activity diaries.6. HSPL Hub CoordinationCoordinate with the credit team on logged loan applications.Update team members on the status of loan applications.Eligibility & Required Skills:Experience: Minimum 5 years in Home Loan Product sales with at least 2 years in team-handling / leadership role.Education: Graduate / Postgraduate.Strong leadership, mentoring, and team management skills.Excellent communication, interpersonal, and analytical skills.Knowledge of mortgage/home loan products, market trends, and customer engagement strategies.Eligibility: Female Candidates OnlyReports To: Area Manager

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.

Hello, this is Kanchan from _Insha Marketing Private Limited_ . We are excited to announce a job vacancy for a Financial Advisor.Job Details:- Job Title: LOANS SALES EXECUTIVE- Office Location: Nearest Volkswagen Noida gate no 1,2nd floor, A-18, A Block, Sector 6, Noida, Uttar Pradesh 201301(nearest metro station sector 15)- Salary: 20,000 - 40,000 per month (fixed salary, no deductions)- Office Hours: 9:45 AM to 6:30 PM- Days Off: Sundays (fixed weekly off)- Eligibility: Minimum 12th pass, aged 18 years or above

Profile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit normsWe are hiring for a leading bankRole: Relationship Officer HL / LAP / MortgageType: 100% Field SalesCTC: Up to 3 LPA + IncentivesLocation: Gorakhpur, Mahmoorganj, Deoria, Bareilly, Lucknow, Moradabad, Requirement: Graduate with Min. 1 yr exp in HL/LAP/Mortgage SalesInterested candidates can share their resume at *9759214475.Local & relevant candidates onlyReferences appreciated

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.

The Branch Sales Manager is responsible for leading and managing all aspects of a branch's sales and operations. This role involves driving sales growth, ensuring excellent customer service, and managing a team of sales professionals. The Branch Sales Manager plays a crucial role in achieving the branch's financial goals and maintaining a strong presence in the local community. Responsibilities:Key Responsibilities:Sales officerLeading the team to achieve sales targets for home loans, Loan Against Property (LAP), and other related financial products.Team Management and Development:Managing, motivating, and training a team of sales executives or managers to enhance their performance and productivity.Customer Relationship Management:Building and maintaining strong relationships with customers, understanding their needs, and providing tailored solutions.Compliance and Process Management:Ensuring adherence to company policies, procedures, and regulatory requirements related to home loan sales.Business Development:Identifying and pursuing new business opportunities, including onboarding new channel partners and sourcing business from builders and other relevant sources.

we are looking for those who are having experience of personal loan, overdraft. Its a telesales profile. You have to call the customer and convince them to take the personal loan /overdraft. As we are having tie-up with all the Bank & NBFC.

*HDFC BANK* Post- Deputy Manager(Grade-1) Salary: Up to 5.59 CTC Selection Process Application >> Assessment >> Interview >>Provisional Offer Letter >> Training >> Join HDFC Eligibility:* Recent graduates (age 21-28 years) * Minimum 50% aggregate marks in all semesters of graduation* Final year students awaiting results are also eligible (subject to submitting final mark sheets and degree certificate) Program duration- 12 monthsCompetitive Starting Salary: Up to 5.59 Lacs per annum (CTC) upon successful completionAndroid Tablet on joining the programEarn While You Learn: Receive a stipend throughout the program:* First 4 Months (Classroom Learning at Bangalore Campus with free hostel or fooding medical): & get 5,000 per month stipend* after 4 month classroom training start 3 month Internship with in HDFC BANK, with 30,000 per month stipend

We are seeking a detail-oriented and organized professional to manage and execute the loan settlement process. The ideal candidate will handle post-loan disbursement activities, coordinate with internal teams and external partners, and ensure smooth and timely loan closures. This role requires strong analytical, communication, and documentation skills.

---------------& / ( &)------------------------------------------------------------ : () Field Loan Officer ( Visit Village Group Create Processing & Collection. : ,/- ,/- .( - ). - , . : HS, Graduate, ITI, Diploma.. : 7 am to As per Work Completed. : Yes Available. : Experience / Fresher Both Can apply. ( Experience Age 33 Allowed ). : 18 To 31 :----------------------- Bike/ Scooty With Driving License Must ( Active Learner Allowed ). : Male Candidate Posting 50-70 Kilometers Away From Home Location ( Female Candidate Local Posting ). ( - 8927382743)------------------------- . 8927382743

Profile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit normsWe are hiring for a leading bankRole: Relationship Officer HL / LAP / MortgageType: 100% Field SalesCTC: Up to 3 LPA + IncentivesLocation: Gorakhpur, Mahmoorganj, Deoria, Bareilly, Lucknow, Moradabad, Requirement: Graduate with Min. 1 yr exp in HL/LAP/Mortgage SalesInterested candidates can share their resume at *9759214475.Local & relevant candidates onlyReferences appreciated

Profile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit normsWe are hiring for a Leading Banking SectorRole: Relationship Officer HL / LAP / Mortgage(Type: 100% Field Sales)CTC: Up to 3 LPA + IncentivesLocation: Kanpur, Agra, Mathura, Allahabad Requirement: Graduate with Min. 1 yr exp in HL/LAP/Mortgage SalesLocal & relevant candidates onlyReferences appreciated

Hiring for leading Banking SectorPosition : Relationship Officer- MSMELocations: UP - Varanasi, AllahabadExperience : Min 6 Month Experience In Small Business Loan/ LAP/Mortgage Sales CTC: Up to 3LPA (Based on relevant experience) + incentivesAge : Up to 30 yearsLocal and relevant candidates can DM with resume on9997261563Bank- Utkarsh Small Finance BankProfile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit norms

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.

Responsibilities:1. Develop and maintain relationships with clients to understand their financial needs and recommend suitable loan products2. Evaluate loan applications and determine eligibility based on creditworthiness, income, and other financial factors3. Negotiate loan terms and conditions with clients to ensure a mutually beneficial agreement4. Process loan applications efficiently and accurately to meet established deadlines5. Ensure compliance with company policies and regulatory requirements at all times