Sales Operations Executive- Bank

Ecozen Solutions; Uttar Pradesh; On-site; INR 279,000 - 446,000; Full time

Job summary

Ecozen Solutions in Uttar Pradesh seeks a proactive Bank Liaison and Field Coordination professional to streamline loan processing from submission to disbursement. You will coordinate with banks, dealers, and internal teams, maintaining MIS dashboards and ensuring timely actions across all stages of the loan lifecycle.

The role emphasizes KYC support, accurate documentation, and cross-functional collaboration with sales, accounts, and installation teams to resolve bottlenecks and drive customer

Qualifications

• Bank liaison and relationship management skills.
• Experience in loan processing and disbursement.
• KYC documentation management.
• Strong MIS reporting using Excel.
• Field coordination with dealers and sales teams.
• Ability to track TAT and resolve bottlenecks.

Responsibilities

• Coordinate with bank officials for loan file movement and approvals.
• Follow up loan applications from submission to disbursement.
• Track files, bottlenecks, and ensure timely resolution with banks.
• Coordinate with dealers, sales teams for documentation.
• Ensure documents submitted within defined TATs.
• Maintain records of submissions and disbursements.
• Conduct field visits with dealers to resolve processing challenges.
• Support KYC and financing 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 TAT across milestones and report deviations.
• Coordinate with Sales, Accounts, Installation to move orders.
• Capture updates in LSQ/other platforms.
• Assist resolution of issues impacting loan approval.

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.