Loan Operations Executive

About the job:Key Responsibilities:

1. Process and verify loan applications

2. Verify KYC and customer documents

3. Update and maintain CRM records

4. Coordinate with sales and credit teams

5. Track loan approvals and disbursements

6. Handle customer follow-ups and queries

7. Maintain loan records and MIS reports

8. Manage back-office loan operations

9. Resolve documentation and processing issues

10. Ensure compliance with company proceduresWho can apply:Only those candidates can apply who:have minimum 1 years of experienceSalary:₹ 2,50,000 - 5,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Skills required:Client Interaction, Client Relationship Management (CRM), Effective Communication and Data AnalysisAbout Company:ADVICREST FINANCIALS is a leading financial planning & investment company in Maharashtra. We have spent more than 13 years in the field of financial planning, investment, and insurance, serving over 5000+ clients individuals and corporates, and managing a portfolio of 130 crore.

Responsibilities

Key Responsibilities:

1. Process and verify loan applications

2. Verify KYC and customer documents

3. Update and maintain CRM records

4. Coordinate with sales and credit teams

5. Track loan approvals and disbursements

6. Handle customer follow-ups and queries

7. Maintain loan records and MIS reports

8. Manage back-office loan operations

9. Resolve documentation and processing issues

10. Ensure compliance with company procedures