Sales Operations Executive- Bank

Ecozen Solutions; Raebareli; On-site; INR 420,000 - 700,000; Full time

Job summary

Ecozen Solutions is seeking a proactive professional for Bank Liaison Loan Processing to streamline loan files with banks, dealers, and internal teams. You will manage end-to-end submission, verification and disbursement workflows, ensuring timely completion and accurate documentation.

In this role, you will conduct regular field coordination with dealers and sales teams, perform KYC checks, and maintain MIS dashboards.

Qualifications

• Experience in bank liaison and loan processing workflows.
• Strong documentation and KYC management skills.
• Proven ability to track TAT and manage bottlenecks.
• Proficient in MIS reporting using MS Excel.

Responsibilities

• Coordinate with bank officials and branches for loan file movement.
• Follow up from submission to approval and disbursement.
• Track pending files and resolve bottlenecks with bank officials.
• Coordinate with dealers, sales teams and internal teams for documentation.
• Ensure documents are submitted within defined TATs.
• Maintain records of submissions, acknowledgements, pending actions, approvals and disbursements.
• Conduct regular field visits with dealers/salespersons to understand loan-processing challenges.
• 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.
• Track loan application status and ensure timely updates across platforms.
• Maintain MIS 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.

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

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.