Job Overview

- K Y M &
- Associates is looking for a confident, qualified and business-oriented candidate to support the firm's loan business growth and client servicing. The role involves developing new business opportunities, building relationships with prospective clients, understanding their financial requirements, coordinating loan cases and arranging financial documentsincluding balance sheets—required by clients or lenders. The candidate will work directly with the Director and help move opportunities from initial discussion to deal closure.

Key Responsibilities

Business Development &

- Client Relationship Management

- Identify and develop new business opportunities for the firm's loan and financial services.

- Build and maintain relationships with business owners, entrepreneurs, existing clients and prospective customers.

- Understand client requirements and explain relevant loan services and the documentation/process involved.

- Follow up on enquiries, nurture leads and coordinate with clients to progress opportunities towards successful closure.

- Support business growth through referrals, networking, client follow-ups and suitable outreach, including calls where required.

- Coordinate directly with the Director on client requirements, business opportunities, proposals and deal progress.

Loan Case &

- Documentation Coordination

- Coordinate loan cases from initial enquiry through document collection, follow-up and processing.

- Collect and organise financial information and documents required for loan applications.

- Coordinate balance sheets, profit and loss statements, bank statements,



ITRs and other financial documents based on client or lender requirements.

- Coordinate with the accounts/taxation team or relevant professionals when clients require balance sheets or related financial information to be prepared or obtained.

- Track pending documents and follow up with clients and relevant team members to keep cases moving.

- Maintain accurate records of client enquiries, requirements, follow-ups, documentation status and deal outcomes.

- Ensure client information is handled confidentially and shared only with authorised persons.

Candidate Requirements

- Graduate in any discipline
- BBA or MBA (Marketing/Finance) preferred.

- Strong communication, client-handling and relationship-building skills.

- Confident and professional when communicating with business owners and senior-level clients.

- Business development mindset with the ability to understand client needs and identify opportunities.

- Good coordination, follow-up and organisational skills.

- Basic understanding of balance sheets and financial documents is preferred.

- Basic computer knowledge and ability to maintain records using Excel or similar tools.

- Self-motivated, responsible and comfortable working directly with the Director.

- Prior experience in loan sales, financial services, client servicing or business development is an advantage.

Compensation &

- Benefits

- Additional incentive of Rs 3,000 per successful deal, subject to the firm's incentive policy.

- Direct coordination with the Director and exposure to loan business development.

- Opportunity to build client relationships and contribute to the firm's growth.

📌 Sales (Pune)
🏢 KY M Associates
📍 Pune