Website:
crediindia.com
Job details:
Company Description Crediindia–Nationwide is India’s trusted finance and growth partner, offering PAN-India loan and finance disbursements through an aggregator platform that connects individuals and businesses with over 100 + banks, NBFCs, and other lenders. The company supports diverse financial needs up to INR 50 crores, including business funds, home finance, working capital, corporate lending, project funding, and startup funding. With a strong nationwide presence, Crediindia focuses on fast approvals, minimal documentation, and transparent processes. The team simplifies complex loan procedures by clearly explaining bank policies, eligibility, interest rates, and documentation in easy Hindi and English, ensuring an accessible experience for all communities.
Role Description The Loans Consultant is a full-time, on-site role based in Mengio, responsible for guiding individuals and businesses through the loan selection and application process. This role includes assessing client financial needs, explaining loan products and eligibility criteria, and recommending suitable options from multiple banks and NBFCs. The Loans Consultant will assist clients with documentation, submit applications, coordinate with lending partners, and track approvals to ensure quick and hassle-free processing. Daily activities involve maintaining accurate records, following lender norms, providing end-to-end assistance in Hindi and English, and upholding Crediindia’s standards of transparency and customer service.
Qualifications
- Strong customer service and relationship management skills, with the ability to communicate clearly and professionally in Hindi and English.
- Knowledge of loan products, banking policies, eligibility norms, interest rates, and basic financial concepts relevant to retail, MSME, and corporate lending.
- Ability to handle documentation, verification, and compliance processes accurately, with attention to detail and organizational skills.
- Experience in sales or consulting roles within financial services, banking, NBFCs, or related sectors, with a focus on achieving targets ethically.
- Proficiency in using computers, online loan platforms, and standard office software for data entry, reporting, and communication.
- Diploma or degree in finance, business, commerce, or a related field is preferred; relevant professional certifications are an advantage.
- Capability to work on-site in Mengio, collaborate with local and remote teams, and adapt to a fast-paced, client-facing environment.
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