Associate – Credit Advisory & Client Engagement

GOOD BUSINESS LOAN; Dadri; On-site; INR 200,000 - 320,000; Full time

Job summary

GOOD BUSINESS LOAN is seeking a proactive sales coordinator to qualify inbound leads, gather basic financial details, and schedule meetings with the founder. You will maintain accurate CRM records and follow up for required documentation.

The ideal candidate has 0–3 years in sales/tele-calling/banking/NBFC, with strong communication, CRM and Excel skills, and a structured, process-driven approach. This role offers opportunities in banking, finance, and credit advisory fields.

Qualifications

• Graduation in business/commerce; MBA preferred.
• 0–3 years of experience in sales/tele-calling/banking/NBFC/financial services.
• Strong communication and follow-up skills.
• Basic understanding of business loans/working capital.
• Proficient with CRM tools, Excel, and document handling.
• Organized, disciplined, and process-oriented.

Responsibilities

• Connect with inbound leads and qualify them based on business profile and funding requirement
• Understand basic financial details (turnover, banking, loan requirement, etc.)
• Schedule and coordinate meetings between clients and the founder
• Maintain and update CRM with accurate lead and client data
• Follow up with clients for documentation and required information
• Coordinate with banks/NBFCs for application status and processing updates
• Ensure timely follow-ups and closure of cases
• Support in maintaining a structured pipeline of active cases

Skills

Communication

Follow-up

CRM tools

Excel

Documentation

Organization

Process-oriented

Education

Graduate degree (BBA/B.Com/MBA)

Tools

CRM tools

Excel

Job description

Responsibilities

• Connect with inbound leads and qualify them based on business profile and funding requirement


• Understand basic financial details (turnover, banking, loan requirement, etc.)


• Schedule and coordinate meetings between clients and the founder


• Maintain and update CRM with accurate lead and client data


• Follow up with clients for documentation and required information


• Coordinate with banks/NBFCs for application status and processing updates


• Ensure timely follow-ups and closure of cases


• Support in maintaining a structured pipeline of active cases

Required Skills & Qualifications

• Graduate (BBA, B.Com, MBA preferred)


• 0–3 years of experience in sales, tele-calling, banking, NBFC, or financial services


• Strong communication and follow-up skills


• Basic understanding of business loans / working capital (preferred)


• Comfortable with CRM tools, Excel, and documentation handling


• Organized, disciplined, and process-oriented

Ideal Candidate

• Interested in building a career in banking, finance, or credit advisory


• Strong ownership mindset (not a typical tele-calling approach)


• Ability to handle clients professionally and persistently


• High willingness to learn and grow