Finance Assistant

Key Responsibilities:

Contact and coordinate with clients from loan leads generated through social media.

Understand the client’s loan requirements (Home Loan, Personal Loan, Business Loan, etc.).

Collect required documents for loan processing.

Submit client files to banks/NBFCs for processing.

Maintain regular follow-ups with bankers regarding loan status.

Coordinate with clients to obtain any missing documents and submit them to bankers.

Check client CIBIL score and perform basic eligibility verification.

Track and maintain updates on loan application status.

Guide clients properly throughout the loan process.

Required Skills:

Good communication and coordination skills.

Basic knowledge of loan and finance processes preferred.

Computer proficiency and documentation handling skills.

Strong follow-up and client-handling ability.

Organized and responsible working approach.

Preferred Candidate:

Female candidate with good communication skills and basic understanding of finance and loan processing.