New
Product G Research Executive (Others - General)/ 0 days ago
Dahisar East, Mumbai
2.4 To 3 INR Lacs
Job Preference:
Job Description:
1. Client Sourcing G 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
2. Documentation G Execution
? Collect and verify necessary documents
? Ensure complete, compliant submissions for faster processing ? Coordinate with partner banks, NBFCs, and internal ops teams
3. Pipeline G 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 G Closure ? Act as the single point of contact for high-value clients ? Provide timely updates, resolve queries, and support post-disbursal needs
5. Team Supervision (Loan Sub-Vertical)
? Guide a small team handling only loan-related cases ? Review file quality, assist with escalations, and ensure process discipline
? Track team performance and align with monthly targets
6. Market Intelligence G Relationship Management
? Stay informed on new schemes, policy changes, and competitor activity
Qualification:
18Skills:
? At least 1 year in MSME loans, unsecured lending, or scheme execution? Familiar with documentation: ITR, GST, bank statements, Udyam, etc.
? Fluent in Hindi/Marathi (English preferred)
? Strong sales, client-handling, and multitasking abilities
? Prior experience leading a small team (formal/informal)