Client Coordination Executive

Year    RJ, IN, India

Job Description

We are a growing Helios Energy company looking for a Solar Loan & Client Coordination Executive who can manage client interactions, bank loan processes, and complete project documentation from start to finish.

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Key Responsibilities

Coordinate with banks & NBFCs for solar loan processing Explain solar loan schemes, EMI options, and documentation to clients Assist customers with loan application, KYC, and approvals Follow up with banks for sanctions, disbursement, and closures Schedule and manage client meetings (site visits, discussions, follow-ups) Maintain proper documentation (loan files, client records, agreements) Act as a single point of contact between clients, banks, and internal teams Support sales and installation teams with required paperwork
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Required Skills & Qualifications

Experience in bank loan processing (home loan / solar loan / project loan preferred) Strong communication skills (Hindi & English required) Good knowledge of documentation, KYC, and banking procedures Ability to handle multiple clients and follow-ups Basic computer knowledge (Excel, Email, WhatsApp, Docs) Experience in solar / renewable energy sector is a plus
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Experience

Minimum 1-3 years in loan processing, banking, or client coordination Freshers with banking/finance background and strong communication can apply
Job Type: Full-time

Pay: ?10,000.00 - ?15,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Life insurance Paid sick time
Work Location: In person

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Job Detail

  • Job Id
    JD5188025
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    RJ, IN, India
  • Education
    Not mentioned
  • Experience
    Year