Job Description

Job Title: Loan Sourcing & Business Tie-Up Executive

Department: Loan Business Development

Location: Nehru Place, New Delhi

Job Type: Full-time

Job Summary:

We are looking for a Loan Sourcing & Business Tie-Up Executive who can build relationships with Chartered Accountants, Real Estate Teams, and Builders to generate business leads. The candidate will also maintain relationships with existing clients and analyze data to expand loan sourcing opportunities using digital tools and AI. This role involves regular client calling, lead follow-ups, and smart data handling on Excel and Google Sheets.

Key Responsibilities:

Call and connect with CAs, Real Estate Agents, and Builders for loan product tie-ups.

Meeting Fix up with CAs, Real Estate Agents, and Builders for loan product tie-ups

Meeting with CAs, Real Estate Agents, and Builders for loan product tie-ups with reporting manager

Maintain and strengthen relationships with existing clients.

Analyze loan-related data to identify patterns and new business opportunities.

Use AI tools and digital platforms for sourcing and improving loan business.

Work on Excel and Google Sheets to manage and report data.

Follow up on leads and ensure proper documentation and closure.

Support the team in meeting monthly and quarterly business targets.

Requirements:

Minimum 1-2 years of experience in loans, finance, or sales-related roles.

Good communication in Hindi and basic English.

Comfortable making phone calls to professionals like CAs and property consultants.

Basic to intermediate skills in MS Excel and Google Sheets.

Knowledge of loan products and how loan sourcing works.

Familiarity with digital tools and AI-based business processes is a plus.

Compensation & Benefits:

Fixed salary with attractive performance-based incentives.

Opportunities for skill development in fintech tools and AI usage.

Work in a growing team with career growth potential.

Job Types: Full-time, Part-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

Flexible schedule
Schedule:

Day shift Monday to Friday
Work Location: In person