Loan Manager

Year    RJ, IN, India

Job Description

Happy Group of Companies



Job Title:

Manager

Department:

Finance & Sales Support

Location:

Jaipur / Ajmer

Reports To:

HOD/Senior Management

Job Brief / Purpose:



At

HAPPY GROUP

, we value precision, proactive management, and seamless coordination in our financial and customer processes. We are seeking a dynamic and experienced

Manager - Finance Department

to oversee

Approved Project Finance (APF) processes

, manage customer

booking and documentation

, and ensure smooth

loan processing and disbursement

.

This role bridges finance, sales, customer support, and banking relationships--requiring strong leadership, analytical capability, and hands-on knowledge of real estate finance workflows. The ideal candidate will hold an

MBA in Finance

and bring a strategic mindset along with operational excellence.

Key Roles & Responsibilities:



? Coordinate with banks and financial institutions to obtain and maintain APF approvals.

? Ensure all project documentation meets bank and regulatory requirements.

? Maintain an up-to-date tracker of APF status across all active projects.

? Oversee real-time unit availability and booking process.

? Ensure inventory data is accurate across internal systems and booking software.

? Monitor booking status reports and address discrepancies proactively.

? Manage and maintain booking & CRM software functionality.

? Ensure system updates, user access, and integration with sales/finance teams.

? Provide training and support to staff for efficient software usage.

? Oversee collection and verification of customer documents at the time of booking.

? Monitor timely collection of payments and adherence to payment schedules.

? Coordinate with legal and accounts teams for agreement and invoicing processes.

? Facilitate customer home loan applications through tie-up banks.

? Coordinate with banks for document submission, sanctioning, and disbursal.

? Track disbursement progress and update internal records in real-time.

? Finalize allotment documents post-payment milestones.

? Ensure timely issuance of allotment letters and compliance with RERA norms.

? Act as the point of contact for channel partners and associates.

? Provide timely updates, support for documentation, and payment clarifications.

? Maintain consistent communication with banking partners for APF, loan processing, and disbursal.

? Handle escalations and ensure closure of issues within defined TATs.

Qualifications and Skills:



MBA in Finance from a recognized institution (preferred Tier I or II).

2-5 years of relevant experience in project finance, booking operations, or real estate finance.

Strong understanding of APF, home loan processes, customer lifecycle management.

Proficient in booking software/CRM tools and Microsoft Office (especially Excel).

Excellent communication, coordination, and team leadership abilities.

Strong stakeholder management skills (internal teams, banks, associates, customers).

Preferred Attributes:



Experience in the

real estate sector

or housing finance domain. Familiarity with

RERA compliance

and documentation practices. Ability to handle high-pressure situations with a customer-centric approach. Strong organizational and follow-up skills.

Job Type:

Full-time

Salary Range:

?40,000 - ?50,000 per month (commensurate with experience)

Happy Group of Companies



Job Title: -

Sr. Executive / Assistant Manager

Department:

- Finance Department

Location:

- Jaipur / Ajmer

Reports To:

- Manager - Finance Department / Senior Management

Job Brief / Purpose:



At

Happy Group

, we are committed to excellence, accuracy, and seamless coordination in our financial and customer operations. We are seeking a proactive and detail-oriented professional for the position of

Sr. Executive / Assistant Manager - Finance Department

. This role is responsible for managing

Approved Project Finance (APF)

coordination,

unit bookings

,

customer documentation

,

loan processing

, and

disbursement workflows

, along with acting as a bridge between the finance team, customers, sales associates, and banking partners.

This position requires an individual who is structured, process-driven, and capable of managing multiple tasks with efficiency. The ideal candidate should have a strong foundation in finance, excellent communication skills, and prior experience in real estate, housing finance, or a related field.

Key Roles & Responsibilities:



? Coordinate with banks and financial institutions for obtaining and maintaining

APF approvals

for various projects.

? Ensure all project-related and customer documentation is complete, accurate, and compliant with banking and regulatory standards.

? Maintain and update trackers for project finance status, customer loan processing, disbursement, and allotments.

? Manage real-time

unit availability and booking process

across internal software systems.

? Ensure accuracy of booking data in

CRM/booking software

, along with handling updates, user access, and staff support.

? Assist in the

collection and verification

of customer documents at the time of booking and throughout the financing process.

? Monitor

payment schedules

, send timely reminders, and follow up to ensure adherence to due dates.

? Liaise with

tie-up banks

for customer home loan processing -- from application to disbursement.

? Track disbursement stages and ensure smooth loan flow, maintaining regular communication with bank officials.

? Coordinate with the

legal and accounts departments

for preparing agreements, issuing invoices, and allotment letters.

? Ensure timely issuance of

allotment letters

as per payment completion and RERA compliance.

? Act as a

point of contact

for sales associates and channel partners for documentation, process clarifications, and support.

? Handle escalations and bank follow-ups for pending issues and ensure closure within defined timelines.

? Prepare internal reports and summaries for management related to booking status, collections, and disbursement progress.

Qualifications and Skills:



MBA in Finance

or a graduate degree in Commerce/Finance with relevant experience.
2-5 years of hands-on experience in

project finance

,

loan processing

, or

real estate operations

.
Sound understanding of

APF

,

home loan processing

, and

RERA compliance

.
Proficient in

MS Excel

, CRM/booking software, and documentation tools.
Strong communication and interpersonal skills for effective coordination with banks, customers, and internal teams.
Detail-oriented, well-organized, and capable of handling deadlines and multitasking.
Ability to work both independently and as part of a team with a customer-first approach.

Preferred Attributes:



Prior experience in

real estate finance

,

housing loan operations

, or

banking relationship roles

. Ability to manage end-to-end documentation and regulatory compliance. Comfortable in a fast-paced environment with a proactive mindset. Strong follow-up and reporting capabilities.

Job Type:

Full-time

Salary Range:

?25,000 - ?40,000 per month (commensurate with experience and designation)

Happy Group of Companies



Job Title: Junior Executive - Operations & Administrative Support


Department:

Finance Department

Location:

Jaipur / Ajmer

Reports To:

Asst. Manager / HOD

Job Brief / Purpose:



At

Happy Group

, we value efficiency, accuracy, and strong internal coordination across our departments. We are looking for a dynamic and detail-oriented

Junior Executive - Finance Department

to assist with documentation, cheque and parcel coordination, associate communication, and inter-departmental support activities.

This position plays a critical role in the smooth execution of daily operational tasks, serving as a support bridge between internal departments, associates, and external stakeholders. The ideal candidate will have strong organizational skills, a proactive approach, and the ability to manage multiple priorities with discipline and ownership.

Key Roles & Responsibilities:



? Collect, verify, and maintain customer documentation related to projects or services.

? Follow up with customers and associates for timely collection of payments or cheques.

? Maintain and update documentation and payment trackers.

? Communicate with sales associates and field staff to provide regular updates or documentation support.

? Resolve or escalate issues related to bookings, documentation, or payment queries.

? Collect cheques from customers or designated associates as per schedule.

? Coordinate handover or deposit of cheques with the finance/accounts team.

? Ensure accurate logging and security of all financial instruments.

? Organize and manage dispatch of parcels, documents, or marketing material between branches or external parties.

? Liaise with courier partners and maintain delivery records.

? Act as a point of coordination for operations involving Ajmer, including cheque/document collection and parcel dispatch.

? Work closely with Ajmer-based staff for any required on-ground support.

? Maintain physical and digital files related to JDA (Jaipur Development Authority) or other regulatory agencies.

? Assist in filing, retrieving, or submitting documentation as per department needs.

? Provide administrative and operational support to various departments as required.

? Assist in the preparation of reports, updates, and basic communication drafts.

Qualifications and Skills:



Graduate degree (preferably in Commerce, Business Administration, or a related field). 0-2 years of experience in operations or a similar role.
Proficiency in MS Office (especially Excel & Word); familiarity with CRM tools is a plus.
Good written and verbal communication skills (Hindi & English).
Organized, punctual, and a team player with a high level of integrity.
Ability to multitask, prioritize work, and meet deadlines.

Preferred Attributes:



Prior experience in real estate, finance operations, courier coordination, or field documentation. Willingness to travel locally (e.g., for cheque pickup or parcel delivery if needed). Strong coordination and follow-up abilities. Customer-first attitude with a professional and helpful demeanor.

Job Type: Full-time



Salary Range:

?12,000 - ?25,000 per month (based on experience and location)

Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?45,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person

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Job Detail

  • Job Id
    JD4816725
  • 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