Company: Vivetha Business Consultancy LLP

Location: Lakdi-ka-pul, Hyderabad

Employment Type: Full-Time | In office

Experience: 6 Months – 1 Year

Salary: ₹15,000 – ₹20,000 per month

Working Days: Monday to Saturday

Working Hours: 10:00 AM – 7:00 PM

Job Summary

We are looking for a Loans & Insurance Executive to manage loan and insurance processes, maintain good relationships with customers and business partners, handle documentation, and ensure timely follow-ups throughout the process.

Key Responsibilities
Manage end-to-end coordination of loan and insurance applications, from initial requirements to completion.
Act as a bridge between customers/ client staff and bank BDEs and insurance providers, ensuring smooth communication and timely updates.
Maintain good professional relationships with customers, client staff, and bank representatives.
Handle follow-ups for applications, pending documents, approvals, payments, and other requirements.
Collect, verify, and maintain application documents and records, including follow-up and payment updates.
Communicate with customers,



bank representatives and insurance providers through calls, emails, and messages as required.

Job Requirements
Any Bachelor’s degree with 6 months–1 year of relevant experience.
Basic knowledge of loans, insurance, and financial services.
Good communication, relationship management, and follow-up skills.
Good record-keeping and MS Excel skills with attention to detail.

Perks & Benefits:
Attractive performance-based incentives with unlimited earning potential.
Growth opportunities opportunities in the loans and insurance sector.
Supportive and collaborative work setting.

Pay: ₹15,000.00 - ₹20,000.00 per month

Application Question(s):
How many years of relevant work experience do you have in handling loan or insurance-related activities?
Have you coordinated with customers, bank BDEs, and insurance providers?
Do you have experience with document collection and follow-ups?

Work Location: In person

📌 Loans & Insurance Executive Lakdikapul (India)
🏢 Vivetha Business Consultancy
📍 India