We are looking for a confident and customer-focused Loan & Overdraft Executive who can communicate with clients, understand their financial requirements, and assist them with suitable loan and overdraft facilities.
The role is similar to a Relationship Executive profile, involving regular client communication, follow-ups, relationship building, and achieving business targets.
Key Responsibilities
- Communicate with existing and potential clients regarding loan and overdraft facilities.
- Understand client financial requirements and explain suitable products and facilities.
- Maintain robust and professional relationships with clients.
- Handle client queries and provide timely information and assistance.
- Follow up with prospective clients through calls and other communication channels.
- Coordinate with internal teams for documentation and application processing.
- Maintain regular follow-ups with clients regarding application status and requirements.
- Generate new business opportunities through client interaction and references.
- Maintain proper records of client communication and follow-ups.
- Work towards assigned monthly business targets.
Candidate Requirements
- Experience in client communication, relationship management, sales, banking, finance, loans, or overdraft products is preferred.
- Good verbal and written communication skills.
- Confident personality with a customer-oriented approach.
- Ability to build and maintain long-term client relationships.
- Basic understanding of loan and financial products.
- Freshers with strong communication skills may also be considered, depending on the requirement.
Working Details
- Working Hours: 10:00 AM – 7:00 PM
- Working Days: Monday to Saturday
- Sunday: Weekly Off
- Incentives: Attractive performance-based incentives in addition to salary.