Company Description Loanitol is a financial consultancy firm that supports individuals and businesses across India with expert loan guidance and streamlined processing. Established in 2011 (formerly theloanguru.in), the company focuses on helping clients achieve financial prosperity through tailored advice, effective loan management, and ongoing support. With strong partnerships with over 50 leading banks and NBFCs and access to more than 1600 loan products, Loanitol designs personalized loan solutions for diverse needs.

Whether clients seek home loans, business expansion funding, or personal financing, Loanitol aims to provide a hassle-free experience grounded in a deep understanding of the financial landscape.

Role Description The Customer Support Officer role at Loanitol is a full-time, on-site position based in Ernakulam. The individual in this role will respond to customer inquiries, provide transparent information about loan products and processes, and support clients throughout their loan application and management journey. Daily responsibilities include handling phone calls, emails, and in-person queries, resolving issues promptly, and maintaining accurate records of customer interactions.

The Customer Support

Officer will collaborate with internal teams to ensure smooth processing, monitor customer feedback, and contribute to improving service quality and customer satisfaction.

Qualifications

Lead Handling & Customer Interaction

- Make secondary calls to leads, collect required details, and explain the group formation process.
- Create WhatsApp groups, share call recordings, and add customers to the group.
- Send document checklists and maintain regular communication with customers.




- Handle primary calling whenever assigned by management or team leads.
- Meet customers or arrange meetings with management when required.
- Call customers after finalization and update them on case status.

Documentation & Profiling
- Create primary profiles and upload them to the drive.
- Follow up with customers to collect documents within timelines.
- Rename, sort, and upload documents to the drive properly.
- Update lead details in the profit center with relevant links.
- Prepare secondary profiling, including financial analysis, loan details, merits & challenges.
- Update profiles based on newly received documents.
- Prepare proposals and send them to customers when required.
- Collect payments from customers as needed

Coordination & Follow-Up:
- Coordinate with customers for PD (Personal Discussion) and technical valuation arranged by the bank.
- Follow up for pending documents required by credit and legal teams.
- Coordinate with Team Leader, Bank Finalization Officer, and Bank Follow-Up Officer for case updates.
- Follow up with the legal officer for document checks and pending items.
- Send emails to the bank regarding documents during finalization and after login.
- Inform customers about sanction details, including loan amount, tenure, charges, and conditions.
- Coordinate with customers for agreement signing before disbursement.

Reporting & Analysis:
- Take credit reports of customers and prepare credit analysis reports.
- Update the profit center daily with the status of each case.
- Ensure timely and accurate documentation for smooth loan processing

Required Skills:
- B.Com/M.Com Finance / MBA Finance
- Good communication skills
- Basic knowledge in banking/finance

Female candidates preferred

📌 Customer Support Officer (Ernakulam)
🏢 Loanitol
📍 Ernakulam