Roles and Responsibilities:

1. Customer Relationship & Case Management

- Own and manage assigned JSM cases from login completion until final disbursement.

- Act as the single point of contact for customers throughout the loan process.

- Collect required documents, signatures, and consent letters from customers.

- Support customers during bank visits whenever required.

- Provide regular updates and ensure a smooth customer experience.

2. Bank Coordination & Relationship Management

- Build and maintain solid working relationships with assigned bank branches and officials.

- Coordinate loan inspections, sanction approvals, documentation, and tranche disbursements.

- Follow up regularly with branch managers and loan officers to expedite case processing.

- Resolve bank queries and documentation issues within agreed timelines.

3. Loan Processing & Timeline Management

- Ensure timely completion of all loan processing stages, including inspections, sanctions, documentation, and disbursements.

- Monitor each case closely and drive adherence to defined turnaround times (TATs).





- Ensure second tranche disbursement is completed within 10 days of commissioning report upload.

- Escalate delays, non-cooperation, or high-risk cases to the Reporting Manager and AGM - JSM Loans.

Rejected, Cancelled & Refund Cases

- Update rejected or cancelled cases on the Freyr Energy Platform (FEP) with accurate reasons.

- Coordinate with the JSM Login Team for case re-login when customers wish to continue.

- Arrange alternate bank details within 4 working days for reprocessing.

- Upload supporting documents for refund and rejection-related cases.

Requirements

- Bachelor's degree in Commerce, Business Administration, Finance, or a related field.

- 1-3 years of experience in Banking, NBFC, Financial Services, Loan Processing, or Customer Financing.

- Good understanding of retail loan documentation and credit processes.

- Strong communication and customer relationship management skills.

- Proficiency in MS Office, particularly Excel.

- Ability to manage multiple applications and follow-ups efficiently.

📌 JSM - Executive -Guntur
🏢 Freyr Energy
📍 Guntur