Job Title: Loan Executive

Job Summary:
Key Responsibilities
Generate leads and acquire current 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:
Positive 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