Personal Executive Job Vacancies in Surat

Job Title: Sales Executive - Personal LoansDepartment: Sales - Personal LoanWork type: Open Market / Field SalesLocation: SuratATS Link: https://prolegion.com/jobs/a7377196-1331-4451-b17b-01e2981c63ea?utm_source=placementindiaJob Summary:We are looking for a dynamic and result-oriented candidate for the position of Open Market Personal Loan (OMPL) Executive. The candidate will be responsible for sourcing personal loan customers from the open market, building strong customer relationships, and achieving sales targets as assigned by the organization.Key Responsibilities:Generate leads and source Personal Loan customers from the open market.Meet prospective customers and explain the features and benefits of personal loan products.Achieve monthly sales targets assigned by the manager.Maintain a strong relationship with customers to generate repeat business and referrals.Collect required documents from customers and ensure proper submission for loan processing.Coordinate with the internal processing team for application status and approval updates.Ensure compliance with company policies and documentation requirements.Maintain accurate records of leads, applications, and conversions.Eligibility Criteria:Minimum Graduate in any discipline.Freshers or candidates with 0-2 years of experience in sales / BFSI / personal loan sales can apply.Good communication and convincing skills.Willingness to work in field sales / open market sourcing.Preferred Skills:Basic understanding of banking or financial products.Ability to achieve sales targets and work in a fast-paced environment.Good interpersonal and customer-handling skills.Additional Requirements:Candidate should have a two-wheeler and valid driving license.Comfortable with field work and market visits.Note:1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.

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

Responsibilities:Manage the executive's calendar, schedule appointments, and coordinate meetings.Handle incoming calls, emails, and correspondence, prioritizing and responding as necessary.Prepare and edit documents, presentations, and reports.Coordinate travel arrangements, including booking flights, accommodations, and transportation.Attend meetings, take minutes, and follow up on action items.Conduct research and compile information for various projects and assignments.Assist with personal tasks, such as managing personal appointments and making reservations.Maintain confidentiality of sensitive information and exercise discretion at all times.Requirements:Proven experience as a Personal Assistant or similar role.Excellent organizational and time management skills.Strong verbal and written communication abilities.Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).Ability to handle multiple tasks and deadlines with attention to detail.Professional demeanor, integrity, and a proactive mindset.Flexibility to work outside regular business hours if required.We appreciate all applications, but only selected candidates will be contacted for further steps.

Manage information flow in a timely and accurate manner Manage executives calendars and set up meetings Act as an office manager by keeping up with office supply inventory. Format information for internal and external communication memos, emails, presentations,reports. Take minutes during meetings. Screen correspondence. Organize and maintain the office filing system

Maintain calendars - arrange, coordinate and prioritize complex scheduling. Filter emails, highlight urgent correspondence and print attachments, Diary keeping anddealing with appointments. Travel Desk - Travel arrangements including flight, car, hotel booking etc for local andinternational travel. Schedule on behalf of MD meetings between him and his direct reports and the committeesand groups to which he is a member Filter general information, queries, phone calls and invitations to MD by redirecting or takingforward such contact as may be appropriate. Design and maintain filing and storage systems in the office. To manage the coordinators diary for all appointments and meetings,ensuring a manageable schedule is maintained, it is kept up to date; a dailyoverview with documentation and papers. To be able to proofread documentation on behalf of the coordinator andmake amendments or suggestions as necessary. To track delegated tasks where required and monitor progress, chasing anydocumentation or responses not received and keeping the coordinatorinformed as appropriate. Responsible for information for Parents, staff, students sent out via emailon behalf of the Principal/coordinator and co-ordination of responses. To provide administrative and organizational support to the section. Management of the school calendar and events with proper planning andexecution. Manage email, mail and telephone correspondence in a timely mannerTyping, Compiling and preparing reports, presentation and correspondence Maintain and manage students databases with complete referrals. Provide assistance to school teachers in maintaining educationalrecords of all students. Monitor academic progress of school students. Respond to students and parents inquiries relating to various schoolrelated circulars and teaching methods. Assist parents in monitoring their childrens academic progress. Schedule and organize meetings between teachers, pare

We are seeking a talented and motivated Female Back Office Executive. The Back Office Executive will play a crucial role in ensuring the smooth operation of administrative and clerical tasks. The ideal candidate should have excellent organizational skills, attention to detail, and a passion for maintaining efficiency within the office.Responsibilities:Perform general administrative duties, including data entry, document processing, and record maintenance.Coordinate and schedule appointments, meetings, and travel arrangements.Prepare and distribute internal communications, reports, and presentations.Assist in managing and organizing office files, documents, and records.Handle incoming calls and correspondence, redirecting them as necessary.Support the team in maintaining office supplies and inventory.Assist in coordinating office events, meetings, and conferences.Collaborate with cross-functional teams to ensure smooth workflow and effective communication.Conduct research and gather information as requested by the team.Maintain confidentiality of sensitive information and ensure data security.Support other team members with ad-hoc tasks as required.Requirements:High school diploma or equivalent. A bachelor's degree in a related field is a plus.Proven experience in a similar back office or administrative role.Excellent organizational and time management skills.Attention to detail and accuracy in completing tasks.Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Strong written and verbal communication skills.Ability to work independently and collaboratively in a team environment.Professional demeanor and ability to maintain confidentiality.Positive attitude and willingness to learn.Fluency in [languages spoken in the work environment] is preferred.

We seek a highly organized and efficient Personal Assistant to support busy executives in their day-to-day activities. The successful candidate will manage schedules, arrange meetings, make travel arrangements, and handle various administrative tasks to ensure that the executives workload is streamlined and their time is optimized.Responsibilities:Manage the executive's calendar, schedule meetings, and arrange appointmentsPlan and coordinate travel arrangements, including flights, accommodations, and transportationOrganize and maintain files and records, both digital and physicalScreen phone calls, emails, and other correspondence, responding where appropriate or forwarding to the executiveConduct research and provide summaries of findings to the executiveAssist with the preparation of reports, presentations, and other documents as neededLiaise with clients, vendors, and other stakeholders on behalf of the executivePerform general administrative tasks, such as photocopying, filing, and data entryRequirements:Proven experience as a Personal Assistant, Executive Assistant, or similar roleStrong organizational and time-management skillsExcellent communication and interpersonal skillsAbility to prioritize tasks and work efficiently under pressureAttention to detail and problem-solving skillsProficient in Microsoft Office Suite and other relevant softwareBachelor's degree preferred but not requiredTo apply, please submit a cover letter and resume highlighting your relevant experience and qualifications.

We are currently seeking a highly organized and efficient Personal Assistant to support the executive team. The successful candidate will be responsible for managing calendars, scheduling appointments, arranging travel, and providing administrative support as needed.Responsibilities:Manage executive calendars and schedulesSchedule and coordinate appointments and meetingsArrange travel accommodations including flights, hotels, and ground transportationProvide administrative support such as typing, filing, and data entryAnswer and screen phone calls and emailsOrganize and maintain files and recordsAssist with personal tasks such as errands and appointmentsHandle confidential and sensitive information with discretionOther duties as assignedRequirements:High school diploma or equivalent; college degree preferred1+ years of experience as a personal assistant or administrative assistantStrong organizational and time management skillsExcellent communication skills, both verbal and writtenAbility to work independently and as part of a teamProficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)Ability to handle confidential information with discretionProfessional demeanor and appearanceIf you meet the above requirements and are looking for an exciting opportunity to work in a fast-paced and dynamic environment, please submit your resume and cover letter for consideration. We offer a competitive salary and benefits packages.