Sales Operations Executive- Bank

Ecozen Solutions Pvt. Ltd; Pune District; On-site; INR 300,000 - 420,000; Full time

Job summary

Ecozen Solutions Pvt. Ltd. is seeking a diligent Loan Processing & Operations Coordinator to streamline bank liaison, loan processing, documentation, and KYC checks.

The role emphasizes timely clearances, adherence to TATs, and accurate record-keeping across the financing lifecycle. You will coordinate with dealers, sales teams, accounts, installation, and other internal stakeholders to ensure smooth movement of customer orders, updated LSQ/CRM entries, and proactive resolution of approvals or

Qualifications

• Must have hands-on experience in bank liaison, loan processing, and disbursement.
• Strong documentation and KYC management capabilities.

Responsibilities

• Coordinate with bank officials and branches for smooth movement of 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 within defined TATs at local and branch levels.
• Maintain records of submissions, acknowledgments, pending actions, approvals, and disbursements.
• Conduct regular field visits with dealers/salespersons to understand loan-processing challenges and resolve issues.
• Support customer KYC, loan documentation, and financing-related formalities through dealers/salespersons.
• Share updated bank documentation requirements, fee structures, processes, and TATs with relevant teams.
• Escalate delays and unresolved cases to District Head / Sales Head.
• Track loan application status and provide updates across LSQ/other platforms.
• Maintain MIS and dashboards for loan processing, approval, and disbursement.
• Monitor customer TAT across milestones and highlight deviations.
• Provide regular updates on pending cases, bottlenecks, and corrective actions.
• Coordinate with Sales, Accounts, Installation, and other teams to ensure smooth movement of customer orders.
• Ensure updates are captured in LSQ/other platforms.
• Assist resolution of issues impacting loan approvals or disbursements.

Skills

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

Tools

MS Excel

Job description

Key Responsibilities:

1. Bank Liaison & Loan Processing

• Coordinateregularly with bank officials and branches for smooth movement of customerloan files.
• Followup on loan applications from submission to approval and finaldisbursement.
• Trackpending files, identify bottlenecks, and drive timely resolution with bankofficials.
• Coordinatewith dealers, salespersons, and internal teams to ensure complete andaccurate documentation.
• Ensurerequired documents are submitted at local and branch levels within definedTATs.
• Maintainrecords of file submissions, acknowledgements, pending actions, approvals,and disbursements.

2. Field & Customer Coordination

• Conductregular field visits with dealers/salespersons to understandloan-processing challenges and resolve operational issues.
• Supportcustomer KYC, loan documentation, and other financing-related formalitiesthrough dealers/salespersons.
• Shareupdated bank documentation requirements, fee structures, processes, andTATs with relevant teams.
• Escalatecritical delays and unresolved cases to the District Head / Sales Head.

3. Reporting & Process Tracking

• Trackloan application status and ensure timely updates across LSQ/otherplatforms.
• Maintainaccurate MIS and dashboards for loan processing, approval, anddisbursement.
• Monitorcustomer TAT across financing milestones and highlight deviations.
• Provideregular updates on pending cases, bottlenecks, and corrective actions.

4. Sales & Operations Coordination

• Coordinatewith Sales, Accounts, Installation, and other internal teams to ensuresmooth movement of customer orders.
• Ensureall relevant customer and order-stage updates are accurately captured inLSQ/other platforms.
• Supportresolution 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