About this role
Roles and Responsibilities:
1. Customer Relationship & Case Management
- Own and manage
assigned JSM cases from login completion until final disbursement.
- Act as the single
point of contact for customers throughout the loan process.
- Collect required
documents, signatures, and consent letters from customers.
- Support customers
during bank visits whenever required.
- Provide regular
updates and ensure a smooth customer experience.
2. Bank Coordination & Relationship Management
- Build and maintain
strong working relationships with assigned bank branches and officials.
- Coordinate loan
inspections, sanction approvals, documentation, and tranche disbursements.
- Follow up regularly
with branch managers and loan officers to expedite case processing.
- Resolve bank queries
and documentation issues within agreed timelines.
3. Loan Processing & Timeline Management
- Ensure timely
completion of all loan processing stages, including inspections,
sanctions, documentation, and disbursements.
- Monitor each case
closely and drive adherence to defined turnaround times (TATs).
- Ensure second tranche
disbursement is completed within 10 days of commissioning report upload.
- Escalate delays,
non-cooperation, or high-risk cases to the Reporting Manager and AGM - JSM
Loans.
Rejected, Cancelled & Refund Cases
- Update rejected or
cancelled cases on the Freyr Energy Platform (FEP) with accurate reasons.
- Coordinate with the
JSM Login Team for case re-login when customers wish to continue.
- Arrange alternate bank
details within 4 working days for reprocessing.
- Upload supporting
documents for refund and rejection-related cases.
Requirements
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- Bachelor's degree in Commerce, Business Administration, Finance, or a related field.
- 1-3 years of experience in Banking, NBFC, Financial Services, Loan Processing, or Customer Financing.
- Good understanding of retail loan documentation and credit processes.
- Strong communication and customer relationship management skills.
- Proficiency in MS Office, particularly Excel.
- Ability to manage multiple applications and follow-ups efficiently.