Back-end Executive

Job DescriptionKey Responsibilities:

• Generate and manage leads for personal loans, business loans, balance transfers, and other financial products.
• Contact prospective customers through calls, messages, and other approved channels to understand their financial requirements.
• Explain loan products, eligibility criteria, interest rates, documentation, and applicable terms clearly to customers.
• Collect and verify customer information and required documents for loan processing.
• Coordinate with banks, NBFCs, and internal teams to process applications and ensure timely disbursement.
• Follow up on leads, pending documents, approvals, and customer queries until the loan is successfully completed.
• Maintain accurate records of leads, applications, follow-ups, and conversions in the CRM or business tracker.
• Achieve assigned monthly targets for lead generation, login, approval, and disbursement.
• Maintain professional customer relationships and provide regular updates throughout the loan process.
• Ensure all customer interactions and documentation follow company policies and applicable compliance requirements.

Specific Requirements:

• Good communication and interpersonal skills.
• Basic knowledge of personal loans and other financial products is preferred.
• Ability to make outbound calls and handle customer queries confidently.
• Target-oriented, self-motivated, and capable of working independently.
• Basic computer skills and familiarity with MS Excel/CRM tools.
• Freshers may apply; prior experience in banking, NBFC, tele-calling, sales, or financial services is an advantage.
• Willingness to learn financial products and achieve assigned targets.