Business Loan Executive

Year    MH, IN, India

Job Description

Job Title:

Business Loan Executive

Experience Required:

2 Years

Location:

Goregaon Mumbai

Department:

Sales / Finance / Lending

Reporting To:

Sales Manager / Branch Manager / Credit Head

Job Summary:



We are seeking a dynamic and target-driven

Business Loan Executive

with 2 years of experience in handling MSME/SME business loan products. The ideal candidate will be responsible for acquiring new clients, managing loan applications, evaluating creditworthiness, and maintaining client relationships to meet loan disbursement targets.

Key Responsibilities:



Identify and source potential clients for business loans (secured/unsecured). Assess client requirements and eligibility for various loan products. Generate leads through cold calling, field visits, referrals, and networking. Explain loan products, interest rates, documentation requirements, and repayment terms to customers. Collect and verify documents required for loan processing (KYC, financials, bank statements, etc.). Coordinate with credit and operations teams for smooth loan approval and disbursal. Ensure compliance with internal policies, RBI guidelines, and lending norms. Follow up with customers for pending documents, EMI reminders, and customer support. Achieve assigned monthly loan disbursement and revenue targets. Maintain MIS reports, daily activity logs, and update CRM systems. Develop and maintain relationships with DSAs, CAs, brokers, and financial consultants.

Key Skills:



Strong knowledge of

Business Loan Products

(Term Loan, OD, CC, LAP, etc.) Excellent

communication, negotiation, and interpersonal skills

Basic understanding of

financial statements, CIBIL reports

, and credit assessment Good

MS Office & CRM software

skills Field sales experience in BFSI sector preferred

Qualifications:



Graduate in Commerce / Finance / Business Administration (MBA preferred) Minimum 2 years of experience in

business loans or SME lending

Knowledge of local market and business segments will be an added advantage
Job Type: Full-time

Pay: ?15,000.00 - ?20,000.00 per month

Work Location: In person

Speak with the employer


+91 8976604177

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Job Detail

  • Job Id
    JD4021463
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year