Sales Operations Executive- Bank

Ecozen Solutions; Etah; On-site; INR 300,000 - 540,000; Full time

Job summary

Ecozen Solutions is a dynamic employer in India seeking a Loan Processing & Field Coordination professional. The role involves bank liaison to move loan files, coordinating with dealers and internal teams to ensure accurate documentation, and tracking MIS across the loan lifecycle.

The candidate will regularly visit field points, support KYC and documentation, and escalate delays to leadership. A strong focus on timely TATs and cross-functional collaboration is essential.

Qualifications

• Bank liaison and documentation handling, ensuring timely KYC and loan processing.
• MIS reporting with Excel for loan tracking and dashboards.
• Coordination with dealers, sales teams, and banks to resolve bottlenecks.

Responsibilities

• Coordinate with banks and branches for smooth movement of loan files.
• Follow up from submission to approval and disbursement of loans.
• Track pending files, identify bottlenecks, and drive timely resolutions with banks.
• Coordinate with dealers, salespersons, and internal teams for complete documentation.
• Ensure documents are submitted at local/branch levels within defined TATs.
• Maintain records of submissions, acknowledgements, actions, approvals, and disbursements.

Skills

Bank Liaison Relationship Management

Loan Processing Disbursement

Documentation KYC Management

Follow-up Bottleneck Resolution

MIS Reporting MS Excel

Field Coordination Stakeholder

TAT Management Process Tracking

CRM / LSQ Operations

Job description

Key Responsibilities:

1. Bank Liaison Loan Processing

• Coordinate regularly with bank officials and branches for smooth movement of customer loan files.
• Follow up on loan applications from submission to approval and final disbursement.
• Track pending files, identify bottlenecks, and drive timely resolution with bank officials.
• Coordinate with dealers, salespersons, and internal teams to ensure complete and accurate documentation.
• Ensure required documents are submitted at local and branch levels within defined TATs.
• Maintain records of file submissions, acknowledgements, pending actions, approvals, and disbursements.

2. Field Customer Coordination

• Conduct regular field visits with dealers/salespersons to understand loan-processing challenges and resolve operational issues.
• Support customer KYC, loan documentation, and other financing-related formalities through dealers/salespersons.
• Share updated bank documentation requirements, fee structures, processes, and TATs with relevant teams.
• Escalate critical delays and unresolved cases to the District Head / Sales Head.

3. Reporting Process Tracking

• Track loan application status and ensure timely updates across LSQ/other platforms.
• Maintain accurate MIS and dashboards for loan processing, approval, and disbursement.
• Monitor customer TAT across financing milestones and highlight deviations.
• Provide regular updates on pending cases, bottlenecks, and corrective actions.

4. Sales Operations Coordination

• Coordinate with Sales, Accounts, Installation, and other internal teams to ensure smooth movement of customer orders.
• Ensure all relevant customer and order-stage updates are accurately captured in LSQ/other platforms.
• Support resolution of operational issues impacting loan approval or disbursement.

Must Have Skills:

• Bank Liaison Relationship Management
• Loan Processing Disbursement
• Documentation KYC Management
• Follow-up Bottleneck Resolution
• MIS Reporting MS Excel
• Field Coordination Stakeholder Management
• TAT Management Process Tracking
• CRM / LSQ Operations

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.