Job Description
Key Responsibilities:
• Assist in onboarding and servicing clients for banking or NBFC products (loans, deposits, insurance, investments).
• Evaluate creditworthiness and perform risk assessment of loan applications.
• Process loan files, verify documents, and ensure timely disbursal.
• Maintain and manage customer accounts, ensuring compliance with KYC norms.
• Promote various financial products and services based on client profiles.
• Coordinate with internal teams for disbursements, collections, and recovery.
• Prepare regular reports on loan portfolio, repayments, and overdue accounts.
• Ensure adherence to RBI, SEBI, and internal compliance policies.
• Provide high-quality customer service and resolve queries promptly.
• Assist in onboarding and servicing clients for banking or NBFC products (loans, deposits, insurance, investments).
• Evaluate creditworthiness and perform risk assessment of loan applications.
• Process loan files, verify documents, and ensure timely disbursal.
• Maintain and manage customer accounts, ensuring compliance with KYC norms.
• Promote various financial products and services based on client profiles.
• Coordinate with internal teams for disbursements, collections, and recovery.
• Prepare regular reports on loan portfolio, repayments, and overdue accounts.
• Ensure adherence to RBI, SEBI, and internal compliance policies.
• Provide high-quality customer service and resolve queries promptly.
💡 Quick Summary
Seeking a career-building opportunity? The NBFC Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
