Funding Executive MALE SHIFT

Attitude Tally Academy; Delhi; On-site; INR 300,000 - 600,000; Full time

Job summary

Attitude Tally Academy is seeking a proactive lead-generation executive to identify and develop opportunities for business and personal loan services. You will guide clients through eligibility, required documents, and the application process, coordinating with banks and NBFCs for swift approvals.

You will verify documents, maintain accurate data, and follow up on disbursement while keeping MIS records and daily conversion reports up to date.

Qualifications

• Identify and generate leads for business and personal loan services.
• Guide clients through loan eligibility, documentation, and application process.
• Coordinate with banks, NBFCs, and financial partners for fast approvals.

Responsibilities

• Verify client documents and ensure accurate data submission.
• Follow up with customers for disbursement and closure.
• Maintain MIS records and daily reporting of leads and conversions.

Skills

Lead generation

Client communication

Sales coordination

Documentation

Tools

CRM software

Job description

Identify and generate leads for business loans, personal loans, and funding services.

Guide clients through loan eligibility, documentation, and application process.

Coordinate with banks, NBFCs, and financial partners for fast approvals.

Verify client documents and ensure accurate data submission.

Follow up with customers for disbursement and closure.

Maintain MIS records and daily reporting of leads and conversions.

Build strong relationships with customers and channel partners.

RNFI Services Pvt. Ltd. is a leading fintech company providing digital financial and banking solutions across India.The company offers services such as money transfer, AEPS, bill payments, micro-ATM, and mobile recharge.RNFI empowers retailers and entrepreneurs with easy-to-use technology for financial inclusion.With a strong nationwide network, RNFI ensures secure, fast, and reliable digital transactions.

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