Sales Operations Executive- Bank

Ecozen Solutions; Rampur; In loco; INR 350.000 - 550.000; Tempo pieno

Descrizione del lavoro

Ecozen Solutions is seeking a Bank Liaison and Field Coordination professional in Rampur, India to manage loan file movement with banks, coordinate with dealers and sales teams, and ensure timely disbursements and documentation. You will track status, maintain MIS dashboards, and escalate delays as needed.

Role involves regular field visits, KYC support, and cross-functional coordination across Sales, Accounts, and Installation to smooth loan approvals and disbursements.

Competenze

• Bank liaison relationship management experience.
• Proficient in loan processing and disbursement.
• KYC/documentation management.
• Proactive follow-up to resolve bottlenecks.
• Strong MIS and Excel skills.
• Field coordination with dealers and sales teams.
• Ability to monitor TAT and track processes.
• Experience with CRM/LSQ operations.

Mansioni

• Coordinate with banks and branches for loan file movement.
• Follow loan applications from submission to disbursement.
• Track pending files and drive timely resolution.
• Coordinate with dealers, sales, and internal teams for documentation.
• Ensure documents submitted within defined TATs.
• Maintain records of submissions, acknowledgements, pending actions, approvals and disbursements.
• Conduct regular field visits with dealers/salespersons to understand challenges.
• Support customer KYC and financing-related formalities through dealers.
• Share updated bank documentation requirements and processes.
• Escalate delays to District Head / Sales Head.
• Track loan status and maintain MIS/dashboards.
• Monitor customer TAT and highlight deviations.
• Provide updates on pending cases and corrective actions.
• Coordinate with Sales, Accounts, Installation and other teams to move orders.
• Ensure updates are captured in LSQ/other platforms.
• Support resolution of issues impacting loan approval or disbursement.

Conoscenze

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

Strumenti

LSQ Platform

CRM System

Descrizione del lavoro

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.