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 solid relationships with customers to improve repeat business
Required Skills & Qualifications:
Graduate in any discipline (Commerce/Finance preferred)
Valuable 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