Customer Onboarding Executive - Loan On-boarding & Verification

Location: A-2102/2103, Privilon Behide, Iskcon Temple,Iskcon Cross Rd, Vikram Nagar, Ahmedabad, Gujarat 380058

Salary : 18k to 19k

Key Responsibilities

Customer Engagement

- Connect with potential customers via outbound calls (leads provided)
- Explain loan products: Invoice Financing, Working Capital, Term Loans
- Assess basic eligibility and understand customer needs
- Build trust and deliver a smooth customer experience

Customer On-boarding

- Handle end-to-end onboarding of loan applicants
- Coordinate with internal teams for faster processing

Documentation & Verification

- Collect and verify KYC, GST, bank statements, and financial documents
- Ensure accuracy and completeness as per compliance




- Conduct initial checks before submitting to credit team

Process Coordination

- Work closely with credit, operations, and partners
- Maintain records and update CRM systems

Compliance & Quality

- Follow internal policies and regulatory guidelines
- Maintain high standards in documentation and communication
- Identify discrepancies and resolve proactively

Requirements :

- Graduate (Commerce/Finance preferred)
- Experience in tele-calling / loan processing / fintech is a plus
- Robust communication and persuasion skills

Mobile: (phone hidden)

Pay: ₹18,500.00 - ₹19,500.00 per month

Work Location: In person

📌 Customer Relationship Executive (Cre) (Ahmedabad)
🏢 ETHICS GROUP OF COMPANIES
📍 Ahmedabad