Associate Credit Advisory & Client Engagement

Job Description

Responsibilities

Connect with inbound leads and qualify them based on business profile and funding requirement

Understand basic financial details (turnover, banking, loan requirement, etc.)

Schedule and coordinate meetings between clients and the founder

Maintain and update CRM with accurate lead and client data

Follow up with clients for documentation and required information

Coordinate with banks/NBFCs for application status and processing updates

Ensure timely follow-ups and closure of cases

Support in maintaining a structured pipeline of active cases

Required Skills & Qualifications

Graduate (BBA, B.Com, MBA preferred)

0–3 years of experience in sales, tele-calling, banking, NBFC, or financial services

Strong communication and follow-up skills

Basic understanding of business loans / working capital (preferred)

Comfortable with CRM tools, Excel, and documentation handling

Organized, disciplined, and process-oriented

Ideal Candidate

Interested in building a career in banking, finance, or credit advisory

Strong ownership mindset (not a typical tele-calling approach)

Ability to handle clients professionally and persistently

High willingness to learn and grow