Role - Associate Manager - Loan Sourcing
Key Responsibilities:
· Identify potential customers through direct sourcing, partnerships, or other channels
· Build and maintain relationships with individuals and businesses in need of loans
· Assess clients' financial situations and recommend suitable loan products
· Assist customers with loan applications, ensuring that all necessary documentation is submitted correctly and on time
· Collaborate with lenders (banks, NBFCs) to facilitate loan processing and approval
· Ensure adherence to internal and external compliance regulations throughout the application process
· Guide customers through the loan process, answering queries and providing regular updates on loan status
· Resolve customer issues related to loan applications, eligibility, and disbursement
· Follow up with clients to ensure customer satisfaction post-loan disbursement
· Stay informed about new loan products, market trends, and interest rates
· Analyze customer needs and recommend changes to loan offerings or sourcing strategies based on market demand
· Ensure daily reporting and updation of DSR on a daily basis
Skills & Qualifications:
· Bachelor’s degree in Finance, Business, or related field (preferred but not always required).
· Minimum 1-3 years of experience in loan sourcing, sales, or financial services.
· Strong sales abilities, with a focus on lead generation, relationship building, and closing deals.
· Excellent verbal and written communication skills to interact with clients and financial institutions.
· Strong customer service skills, with a focus on building trust and resolving customer issues.
· Accuracy in managing documentation, loan applications, and regulatory compliance.
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