Client Relationship Officer

Company: OnePulse Corporate Services Private Limited (OPCS)

Brand: Loan Guru

Location: Royapettah, Chennai (Work from Office)

Employment Type: Full-Time

About Loan GuruLoan Guru is a brand of OnePulse Corporate Services Pvt. Ltd. that specializes in Government Business Loans and MSME Financial Services. We help entrepreneurs, startups, and business owners secure funding through various government schemes and banking channels.

Job SummaryWe are looking for energetic and target-oriented Loan Advisors to handle customer enquiries, explain loan products, verify eligibility, collect documents, and guide customers throughout the loan process.

No prior banking experience is mandatory. Training will be provided.

• Key ResponsibilitiesContact fresh leads generated through Meta Ads and other marketing channels.
• Explain Loan Guru services and government loan schemes.
• Understand the customer's business and funding requirements.
• Check customer eligibility.
• Convince customers to proceed with the documentation process.
• Collect and verify required documents.
• Assist customers in downloading their CIBIL Report when required.
• Follow up regularly until document completion.
• Coordinate with the documentation and processing team.
• Maintain customer updates in CRM.
• Achieve monthly revenue and conversion targets.
• Build long-term relationships with customers.
• Maintain professional communication through calls and WhatsApp.

Government Loan ProductsThe executive should learn and explain:

• PM Mudra Loan (Shishu, Kishore, Tarun & Tarun Plus)
• PMEGP
• PM Vishwakarma
• AABCS
• NEEDS Scheme
• MSME Business Loans
• CGTMSE / CGFMU based loans
• Working Capital Assistance
• Other Government Subsidy Schemes
• Required SkillsGood communication skills (Tamil is mandatory)
• Basic English communication
• Sales mindset
• Confidence in speaking over phone
• Customer handling skills
• Negotiation ability
• Follow-up discipline
• Computer knowledge
• MS Office basics
• WhatsApp Business usage
• CRM knowledge (preferred)
• QualificationAny Degree / Diploma
• Freshers can apply
• Banking, Finance, Insurance or Sales experience is an added advantage
• Salary₹15,000 – ₹25,000 per month
• Attractive Performance Incentives
• Career Growth Opportunities
• Office TimingMonday – Saturday
• 9:30 AM – 6:30 PM
• Performance KPIDaily outbound calls
• Customer conversations
• Documents collected
• Fee conversions
• Loan applications processed
• Monthly revenue
• Customer satisfaction
• CRM update accuracy
• What We OfferProfessional sales training
• Government loan product training
• Banking industry exposure
• Career growth opportunities
• Incentive-based earnings
• Supportive team environment
• Why Join Loan Guru?Work with one of Chennai's growing MSME loan consulting companies.
• Learn government loan schemes and banking products.
• Build a rewarding career in financial consulting.
• Attractive incentives with fast career progression.
• Required TraitsHonest and trustworthy
• Positive attitude
• Strong work ethic
• Willingness to learn
• Target-oriented
• Team player
• Excellent follow-up skills
• Professional appearance and communication