Job Description

Job Summary

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The Counsellor will be responsible for guiding customers regarding loan products, eligibility, documentation, and repayment options. The role involves understanding customer financial needs, providing accurate information, and ensuring a smooth loan application process while maintaining company and RBI compliance.

Key Responsibilities

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Counsel customers on available loan products (Personal Loan, Business Loan, Home Loan, etc.) Explain loan features, interest rates, tenure, EMI structure, and charges clearly Assess basic customer eligibility and financial profile Collect and verify required documents for loan processing Coordinate with credit and operations teams for application approval Follow up with customers for pending documents and approvals Maintain accurate customer records in CRM/software Handle customer queries, concerns, and post-disbursement support Ensure adherence to NBFC policies and regulatory guidelines Achieve assigned targets and contribute to business growth

Required Skills & Qualifications

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Graduate in any discipline (Commerce/Finance preferred) 0-3 years of experience in NBFC/BFSI/Loan counselling (Freshers can apply ) Good communication and convincing skills Basic knowledge of loans, CIBIL, and financial documents Customer-oriented approach Ability to work under targets and deadlines

Preferred Skills

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Knowledge of CRM tools Experience in tele-counselling or field sales Understanding of RBI guidelines and compliance

Working Conditions

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Office-based

6 days working

Fixed salary + incentives (as per company policy)

Job Type: Full-time

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

Work Location: In person