Key Responsibilities

Client Sourcing & Consultation

 Source MSME leads via professional channels, internal leads, or referrals

 Assess business needs and match them with suitable loans or schemes

 Clearly explain product features, eligibility, and benefits

Documentation & Execution

 Collect and verify necessary documents

 Ensure complete, compliant submissions for faster processing

 Coordinate with partner banks, NBFCs, and internal ops teams

Pipeline & Performance Tracking

 Maintain and update funnel of applications using dashboards or MIS

 Meet monthly disbursal targets (individual team-wise)

 Follow up with lenders and internal teams to drive case closures

Client Servicing & Closure

 Act as the single point of contact for high-value clients

 Provide timely updates,



resolve queries, and support post-disbursal needs

Market Intelligence & Relationship Management

 Stay informed on recent schemes, policy changes, and competitor activity

 Maintain long-term relationships for upsell or referrals

 Share insights to improve product oƯ erings and client experience

Skills & Experience

 1–3 years in MSME loans, unsecured lending, or scheme execution

 Familiar with documentation: ITR, GST, bank statements, Udyam, etc.

 Fluent in English, Hindi and Marathi

 Strong sales, client-handling, and multitasking abilities

📌 Credit Analyst (Mumbai)
🏢 Infinity Career Connect Private
📍 Mumbai