1.Client File Preparation:
- Compile and organize client files in accordance with company standards.
- Ensure all necessary documents and information are accurately included
2.Client Communication:
- Welcome new clients through messages and emails, providing necessary introductory information.
- Establish and manage WhatsApp groups for effective communication.
- Send checklists to clients and guide them through document collection process.
3.Documents Collection and Verification:
- Collect required project documents as per the provided checklist.
- Verify the completeness and accuracy of the collected documents.
4.Application Preparation:
- Prepare project loan and subsidy applications along with related forms.
- Ensure all documentation complies with the requirements of banks and concerned departments.
5.Submission Process:
- Submit applications online and physically to banks or relevant departments.
- Manage the submission process efficiently and within specified deadlines.
6.Query Handling:
- Address and resolve queries raised by banks or concerned departments during the loan and subsidy application processes.
- Maintain clear and effective communication with clients throughout the resolution process .
7.Sanction Acquisition:
- Facilitate the approval and sanctioning of project loans from banks.
- Coordinate with concerned departments to secure subsidy sanctions.
8.Banker and Department Selection:
- Select appropriate bankers based on client profiles for project finance.
- Choose relevant concern departments based on subsidy requirements.
9.Follow-up and Communication:
- Conduct regular follow-up through calls, meetings, and emails with bankers for project loan files.
- Maintain communication with concern departments for subsidy file progress.
10.Project Report and CMA Data:
- Prepare comprehensive project reports and CMA (Credit Monitoring Arrangement) data for project finance files.
11.Liasoning:
- Liaise with the bank's approved panel advocate for obtaining Title clear reports of the property.
- Coordinate with valuers for property valuation required by banks and other agencies.
12.Client Engagement:
- Stay in regular contact with clients, providing updates and guidance throughout the loan and subsidy approval stages.
- Address client concerns and provide exceptional customer service.
13.Record Keeping:
- Maintain organized records of all client interactions, transactions, and documentation.
- Ensure compliance with data protection and confidentiality policies.
14. Service Completion:
- Hand over completed client files after the successful completion of services.
- Ensure all necessary documentation is provided to clients.
Pay: From ₹15,000.00 per month
Benefits:
Work Location: In person
