Sales Operations Executive- Bank

Ecozen Solutions; Gorakhpur District; On-site; INR 279,000 - 469,000; Full time

Job summary

Ecozen Solutions is hiring for a Bank Liaison Loan Processing role in Uttar Pradesh. You will coordinate with bank officials, branches, dealers, and sales teams to move loan files from submission to disbursement and ensure complete documentation.

You will conduct regular field visits, support KYC and financing formalities, share updated requirements, and escalate delays to leadership. You will also maintain MIS dashboards and track loan milestones.

Qualifications

• Bank liaison relationship management responsibilities.
• Loan processing and disbursement workflow management.
• Documentation and KYC handling for loan cases.
• Ability to follow up and resolve bottlenecks efficiently.
• MIS reporting using Excel and related tools.
• Field coordination with dealers, sales teams and other stakeholders.
• Maintenance of TATs and process tracking metrics.
• Experience with CRM/LSQ platforms is a plus.

Responsibilities

• 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.

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.