08 Sep
|
Veerwal Getwork Services
|
Gurugram
08 Sep
Veerwal Getwork Services
Gurugram
Indifi Technologies
Job Description
Key Responsibilities
1. Customer Engagement & Loan Processing
- Call and engage MSME customers explain the loan process from lead generation to disbursal clearly and promptly
- Manage end-to-end loan origination for applications received through channel partners from sourcing to disbursal
- Understand customer requirements, gather relevant financial information, and process loan applications accurately
- Conduct loan appraisal on various credit parameters and ensure quality of business at every stage
- Be the primary point of contact for the customer throughout the loan processing journey be responsive and proactive
2. Coordination & Compliance
- Coordinate regularly with Credit Risk, Quality Check, and Operations teams across the loan application journey
- Work with documentation executives to ensure all required documents are collected and acknowledged on time
- Work within Indifi's compliance framework ensure 100% adherence to process and policy at all times
- Meet TAT benchmarks on loan processing timely completion of daily assigned tasks is non-negotiable
3. Relationship Management
- Build and maintain long-term relationships with Micro, Small, and Medium Enterprise (MSME) customers
- Act as a trusted advisor to clients guide them through loan products, eligibility,
and documentation requirements
- Ensure customer experience remains paramount at every touchpoint from first call to disbursal
Candidate Requirements
Mandatory
- Education: Graduate in Commerce (B. Com) or Finance Masters in Finance (MBA Finance / M. Com) preferred. Candidates who have not completed graduation will not be considered
- Experience: Fresher welcome 0 years experience considered if candidate has excellent verbal communication skills in English. Prior experience in Banks, NBFCs, or financial services in sales or loan processing is a plus but not mandatory.
- Communication: Excellent verbal communication skills in Hindi and English ability to explain financial products clearly over the phone
- Role type: This is an inside sales / tele sales role no field visits required. Candidates looking for field sales roles should not apply
Preferred
- 0 months to 1 year of experience in MSME lending, SME loans, or business loans in a Bank or NBFC
- Prior experience managing full customer journey from lead to disbursal in a financial services role
- Basic understanding of credit parameters, loan appraisal, and documentation for MSME loans
- Comfortable working in a target-driven, incentive-linked workplace
📌 Tele Sales Executive (Gurugram)
🏢 Veerwal Getwork Services
📍 Gurugram