Loan Executive

About Yesha Enterprises

Yesha Enterprises is an expanding financial services firm focused on delivering personal loan solutions. The company emphasizes fast, clear, and customer-centric financial support alongside maintaining professional excellence.

Job Overview

We are seeking a motivated and goal-driven Loan Executive to join our team. The role requires generating leads, assisting applicants with personal loan procedures, coordinating with banking and NBFC partners, and ensuring smooth processing from application through disbursement.

Responsibilities

• Generate leads leveraging calls, references, digital channels, and various marketing tactics.
• Engage potential customers to assess their financial needs.
• Explain loan products, eligibility, interest rates, and repayment options clearly.
• Support customers in completing application forms and required documentation.
• Verify customer documents before processing.
• Liaise with banks, NBFCs, and internal teams to facilitate timely approvals and funds disbursement.
• Maintain consistent follow-up with clients during the loan cycle.
• Develop and sustain strong customer relationships to encourage repeat business and referrals.
• Meet monthly targets for sales and loan disbursements.
• Update daily MIS reports and maintain CRM records accurately.
• Adhere strictly to company policies and regulatory lending frameworks.

Requirements

• Excellent communication and interpersonal abilities.
• Strong aptitude for sales and negotiation.
• Customer-centric mindset.
• Basic understanding of personal loan products and lending procedures.
• Proficiency with MS Office and CRM systems.
• Capability to perform under sales targets and deadlines.
• Effective problem-solving and follow-up competencies.
• Minimum education of 12th grade pass; graduates also welcome.
• Fresh candidates with solid communication skills are eligible.
• Preferred experience ranges from 6 months to 2 years in personal loans, banking, NBFC, DSA, or financial services.

Salary and Benefits

• Competitive fixed monthly salary.
• Incentives linked to performance.

Work Schedule and Location

• Working days: Monday through Saturday.
• Hours: 10:00 AM to 6:30 PM.
• Office Address: B-43, Sector-2, Noida, Uttar Pradesh – 201301.

Contact Information

Contact Person: Pratibha Thakur
Phone: 7428969241
Email: [email protected]