Key Responsibilities

1. Banking &

- Loan Coordination

- Coordinate with banks and financial institutions for loan requirements.

- Maintain qualified relationships with banking representatives.

- Understand different loan products and eligibility criteria.

- Follow up on loan applications and approval status.

2. Loan Processing

- Collect and verify customer documents required for loan applications.

- Assist customers with personal loans, business loans, home loans, and third-party property loans.

- Coordinate with banking teams for document submission and processing.

- Track applications and communicate updates to customers.

3.

Field

Work &

- Customer Visits

- Conduct field visits for customer meetings and document collection.

- Generate potential loan leads through field marketing and networking.

- Visit customer locations and coordinate meetings when required.

- Develop and maintain customer relationships.

4.

Customer Relationship

Management

- Explain loan procedures, documentation, and applicable terms accurately.





- Respond to customer queries and provide timely updates.

- Maintain customer records and follow up on pending requirements.

- Support customers throughout the loan processing journey.

5. Documentation &

- Reporting

- Maintain accurate loan application records.

- Track pending documents and application status.

- Prepare daily and weekly work reports.

- Coordinate with internal teams and banking partners.

Required Skills &

- Qualifications

- Previous experience in banking and loan processing.

- Good knowledge of loan documentation and processing procedures.

- Experience coordinating with banks and financial institutions.

- Strong communication and customer-handling skills.

- Field visit and lead generation experience.

- Good follow-up and negotiation skills.

- Basic computer and documentation skills.

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Field Executive - Banking Process (T. Nagar)
🏢 Vr Enterprises
📍 T. Nagar