Responsible for client onboarding, document collection, preliminary eligibility assessment, and coordination with Relationship Managers.
Key Responsibilities
Understand client business and funding requirements
Collect and verify loan documents
Conduct preliminary eligibility assessment
Analyze CIBIL reports
Follow up for pending documents
Prepare files for Relationship Managers
Maintain CRM and MIS
Coordinate with internal departments
Required Skills
Knowledge of Business Loans, LAP, MSME Loans, Working Capital
Understanding of financial documents
Basic CIBIL analysis
Documentation management
Client communication
MS Excel and CRM
Qualification
Graduate (B.Com/BBA/MBA preferred)
Experience
1–3 Years in Banking, NBFC, DSA, Financial Services, or Business Consulting