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Job details:
Company: Vivetha Business Consultancy LLP
Location: Lakdi-ka-pul, Hyderabad
Employment Type: Full-Time | On-Site
Experience: 6 Months – 1 Year
Salary: ₹15,000 – ₹20,000 per month
Working Days: Monday to Saturday
Working Hours: 10:00 AM – 7:00 PM
Job SummaryWe are looking for a Loans & Insurance Executive to manage loan and insurance processes, maintain good relationships with customers and business partners, handle documentation, and ensure timely follow-ups throughout the process.
Key Responsibilities- Manage end-to-end coordination of loan and insurance applications, from initial requirements to completion.
- Act as a bridge between customers/ client staff and bank BDEs and insurance providers, ensuring smooth communication and timely updates.
- Maintain good professional relationships with customers, client staff, and bank representatives.
- Handle follow-ups for applications, pending documents, approvals, payments, and other requirements.
- Collect, verify, and maintain application documents and records, including follow-up and payment updates.
- Communicate with customers, bank representatives and insurance providers through calls, emails, and messages as required.
Job Requirements- Any Bachelor’s degree with 6 months–1 year of relevant experience.
- Basic knowledge of loans, insurance, and financial services.
- Good communication, relationship management, and follow-up skills.
- Good record-keeping and MS Excel skills with attention to detail.
Perks & Benefits:- Attractive performance-based incentives with unlimited earning potential.
- Career growth opportunities in the loans and insurance sector.
- Supportive and collaborative work environment.
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