Summary: Executive will be the first point of contact for loan inquiries, guiding customers through product understanding, CIBIL checks, documentation, and the end-to-end file processing cycle — ensuring accuracy, timely follow-ups, and smooth coordination between customers and the internal team.
Key Responsibilities:
Customer Inquiry Handling Manage incoming loan inquiries and explain relevant loan products to customers as per their requirement
CIBIL Check Fetch customer CIBIL via scanner/portal and collect the Rs. 99 CIBIL payment as per process
Documentation Collect, verify, and complete all required loan file documents from the customer
System Upload Upload verified documents into the E-files system and the company website panel accurately and on time
Case Sheet Coordination Prepare and share the case sheet with the reporting team for further processing
Payment Follow-up Follow up with customers for login fees and other related payments until collection is complete
Lead Management Connect with all incoming leads promptly, ensuring no lead is missed or delayed
Data Management Maintain and update all customer/case data accurately in tracking sheets (Excel/Google Sheets)
Required Skills:
● Valuable communication skills (Hindi & English)
● Basic computer proficiency (MS Excel, Google Sheets, Email)
● Comfortable with CIBIL portals and document scanning tools
● Strong follow-up discipline and attention to detail
● Ability to multitask and manage data across multiple customer files