The Relationship Officer (Loan Disbursement) is responsible for coordinating with customers and internal teams to ensure smooth and timely disbursement of loans. The role involves document verification, client handling, process follow-ups, and maintaining a strong relationship with customers to enhance experience and drive business growth.
Key Responsibilities
- Handle end-to-end loan disbursement process for approved cases
- Coordinate with customers to collect pending documents and complete formalities
- Verify documents as per company and lender guidelines
- Maintain regular follow-up with credit, operations, and sales teams
- Ensure timely loan disbursement within TAT (Turnaround Time)
- Communicate clearly with customers regarding loan status and requirements
- Resolve customer queries and issues related to disbursement
- Maintain accurate records of all cases in CRM / Excel
- Ensure compliance with company policies and regulatory requirements
- Build strong relationships with customers to improve repeat business
- Required Skills & Qualifications:
- Graduate in any discipline (Commerce/Finance preferred)
- Good communication and convincing skills
- Solid follow-up and coordination ability
- Basic understanding of loan products (Personal Loan preferred)
- Attention to detail for documentation and compliance
- Ability to manage multiple cases simultaneously
- Proficiency in MS Excel and CRM tools