27 Job openings found

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

1. Lending Operation: Owning end-to-end Lending operations flow – including, KYC verification, disbursals, post-disbursal collection flow, Customer support, Partner coordination, etc.; including -Loan disbursal flow, adhering to the designed process Loan KYC & verification process with accuracy and efficiency Reconciliations from system and bank transfers Validation of loan documents Loan cancellation process, etc. Owning the Customer ...

Key Responsibilities:   As part of Credit team for Salaried Personal Loan: The primary job of the credit manager is to understand: the business dynamics products on offer various segments to whom we lend To check the KYC of the customer in line with Risk policy to avoid fraudulent activities Review and underwrite a broad range of ...

We are seeking a motivated and results-driven Relationship Manager to join our team. The ideal candidate will be responsible for sourcing and managing Direct Selling Agents (DSAs) to drive business for our Unsecured Lending (Business Loan) products. This role involves client sourcing, end-to-end process management, compliance, and documentation, as well ...

The Legal Operations role involves managing the entry, tracking, and organization of legal data and documents. Responsibilities include data entry, ensuring proper tracking of legal documents, identifying discrepancies, and managing document storage and retrieval. Regular updates to trackers and MIS are required. Basic knowledge of document storage and uploading is ...

Key Responsibilities: Ensure compliance, accuracy, completeness of loan application to assess credit worthiness of individuals Scrutinizing KYC documents as per internal Risk policy Analyze and understand cash flows in the bank statements and credit reports case by case to determine if a loan should be approved or rejected and upholds the Credit guidelines    Key ...

  We are looking for an Operations Executive who can not only play the role of a Loan Specialist assisting end customers but also mentor and grow a small team of executives going forward.    Develop and oversee loan disbursements, documents, and reports along with obtaining credit and financial information as required. Prepare closing, ...

Designation – Acceptance Analyst Location - Ahmedabad   Industry - (Banking/NBFC/Fintech). Work Location - Ahmedabad (Makarba) Designation - Executive - Acceptance Analyst  JOB DESCRIPTION:- primary & key responsibility is to negotiate the terms and conditions of the loan details shared with the customers (ROI, Charges etc) Outbound calling of about 200 -250 calls per day to ...

What you will be doing:   ? Should source and convert leads for loan applications. ? Do the final conversion with the merchants (signup , Onboarding/ KYC completion, Loan application, Loan offer acceptance, Loan sanctioned, Loan disbursal etc.) ? Collect the documents/information from the customers and coordinate via Team leads or RMs ...

Key Responsibilities: Ensure compliance, accuracy, completeness of loan application to assess credit worthiness of individuals Scrutinizing KYC documents as per internal Risk policy Analyze and understand cash flows in the bank statements and credit reports case by case to determine if a loan should be approved or rejected and upholds the Credit guidelines    Key ...