Job Title: Loan Executive

Job Summary:
Key Responsibilities
- Generate leads and acquire new customers for loan products.
- Explain loan products, interest rates, eligibility criteria, and repayment terms to customers.
- Collect and verify customer documents required for loan processing.
- Conduct initial assessment of customer eligibility and repayment capacity.
- Coordinate with credit, operations, and verification teams for loan processing.
- Maintain strong relationships with existing and prospective customers.
- Achieve assigned monthly/quarterly loan sales targets.
- Ensure compliance with company policies, KYC requirements, and applicable lending procedures.
- Monitor customer accounts and coordinate for timely repayment follow-ups where required.

Required Skills:
- Good communication and interpersonal skills.
- Customer service and relationship-management abilities.
- Sales and negotiation skills.
- Basic knowledge of loans, credit,



and financial products.
- Positive follow-up and time-management skills.
- Ability to work with targets and deadlines.
- Basic computer knowledge, including MS Excel and CRM/software systems.

Qualifications:
- Graduate degree in any discipline preferred.
- Previous experience in banking, NBFC, financial services, loan sales, or customer relationship management is an advantage.
- Freshers may be considered depending on the organization and role.

Key Performance Indicators (KPIs)
- Number and value of loans sourced.
- Achievement of sales targets.
- Lead-to-loan conversion rate.
- Customer acquisition and retention.
- Quality of loan portfolio and repayment performance.

Pay: ₹13,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Loan Executive (Patna)
🏢 MANDAWEWALA AND ASSOCIATES
📍 Patna