Sales Operations Executive- Bank

Omnivore; India; Sur place; INR 350 000 - 600 000; Plein temps

Résumé du poste

Omnivore is seeking a skilled Bank Liaison & Loan Processing professional to manage end-to-end loan file movements, documentation, and KYC compliance. The role involves regular bank coordination, field visits, and MIS reporting to ensure timely approvals and disbursements.

You will work closely with dealers, sales teams, and internal stakeholders to maintain strict TATs and resolve bottlenecks that impact loan cycles.

Qualifications

• Experience in bank liaison and relationship management.
• Proven ability to manage loan processing and disbursement lifecycle.
• Strong documentation and KYC handling capabilities.
• Experience in field coordination with dealers and sales teams.
• Proficiency in MIS reporting and MS Excel.

Responsabilités

• Coordinate regularly with banks for smooth loan movement and approvals.
• Follow up on loan applications from submission to disbursement.
• Track files, identify bottlenecks, and drive timely resolutions with banks.
• Coordinate with dealers, salespersons and internal teams for documentation.
• Ensure submission of required documents within defined TATs.
• Maintain records of submissions, acknowledgements, and disbursements.
• Perform field visits to understand challenges and resolve issues.
• Support customer KYC, loan documentation and related formalities.
• Share updated requirements, fee structures and timelines with teams.
• Escalate delays to District Head / Sales Head.
• Track loan status and provide MIS dashboards for processing stages.
• Monitor customer TAT and report deviations; drive corrective actions.

Connaissances

Bank Liaison & Relationship Management

Loan Processing & Disbursement

Documentation & KYC Management

Follow-up & Bottleneck Resolution

MIS Reporting & MS Excel

Field Coordination & Stakeholder Mgmt

TAT Management & Process Tracking

CRM / LSQ Operations

Description du poste

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