Loans Operations & Sales Support Executive

• *Experience:** 1\-3 Years
• *Industry:** Wealth Management / Financial Services / Lending
• *Reporting To:** MD/CEO

• *About the Role**

We are looking for an energetic, detail\-oriented professional who is passionate about client service, lending solutions, and business growth. This role combines loan operations, client servicing, and sales support, offering an excellent opportunity to build expertise in lending and fixed\-income products within a growing wealth management firm.

• *Key Responsibilities**

• *Loan \& Fixed Income Operations**

• Process loan applications and verify documentation.
• Coordinate with lenders for application processing, sanction, and disbursement.
• Maintain accurate records, Software entries, and operational MIS.
• Process applications for fixed deposits, secondary bonds, and Capital Gains tax\-saving bonds.

• *Sales Support**

• Follow up on loan opportunities sourced by the MD/CEO.
• Prepare loan comparisons, eligibility assessments, and EMI calculations.
• Coordinate documentation and lender requirements with clients.
• Track applications through sanction, disbursement, and closure.
• Identify top\-up, refinance, and balance\-transfer opportunities.
• Support cross\-selling of fixed\-income products where appropriate.
• Assist the MD/CEO in business closure activities.

• *Client Service \& Relationship Management**

• Support clients throughout the loan lifecycle.
• Handle repayment follow\-ups and lender coordination.
• Maintain strong relationships with clients, lenders, product manufacturers, and distribution partners.

• *Compliance \& Suitability**

• Assess and document suitability of loan and fixed\-income products.
• Ensure adherence to lender documentation standards and disclosures.
• Maintain accurate compliance records and support regulatory requirements.

• *Administration \& Coordination**

• Prepare operational and issuance reconciliation reports.
• Coordinate meetings and communications with lenders, product manufacturers, and distribution partners.
• Support internal reporting related to business and commission data.

• *Products Handled**

• Home Loans
• Mortgage Loans
• Education Loans
• Business Loans
• Auto Loans
• Secondary Bonds
• Fixed Deposits
• Tax\-Saving Bonds

• *Desired Candidate Profile**

• 1\-3 years of experience in loan processing, lending operations, banking, NBFCs, DSAs, or financial services.
• Understanding of loan products, eligibility assessment, and documentation.
• Strong communication, coordination, and follow\-up skills.
• Good working knowledge of MS Office and digital applications.
• High level of ownership, accuracy, and customer focus.
• Eagerness to learn and grow in the wealth management industry.

• *Why Join Us?**

• Work directly with the MD/CEO.
• Gain exposure to lending, fixed\-income products, and wealth management solutions.
• Opportunity to contribute to both operations and business growth.
• Fast\-learning environment with significant career advancement opportunities.

• *If you are enthusiastic, proactive, and committed to helping clients achieve their financial goals while building a rewarding career in financial services, we'd love to hear from you.**

Pay: ₹15,000\.00 \- ₹26,000\.00 per month

Work Location: In person