Job Description
Roles & Responsibilities
Sales Support & Coordination
Coordinate with the sales team to collect, verify, and compile client doentation for financial products (loans, credit cards, etc.). Track and monitor the status of applications submitted to banks and ensure timely updates to both internal teams and clients. Maintain accurate records of sales leads, applications, and approvals in the CRM system.
Banking Process Management
Liaise directly with banking partners to submit applications, resolve queries, and expedite approvals. Understand the doentation and compliance requirements of each banking partner and ensure adherence. Ensure all forms and client doents are correctly filled, signed, and submitted per bank guidelines.
Client Coordination
Serve as a point of contact for clients regarding the status of their applications. Handle basic client queries related to the process and escalate complex issues to appropriate internal teams. Ensure a high level of professionalism and service quality in all client interactions.
Doentation & Compliance
Maintain up-to-date records of all client doents and transaction histories in compliance with internal policies and regulatory standards. Assist in audits and reporting by providing necessary doentation and status reports.
Reporting & Communication
Prepare dai MIS reports on leads, submissions, approvals, and rejections. Communicate regularly with internal stakeholders (sales, operations, compliance) to ensure smooth case handling. Highlight delays or issues proactively and assist in resolution.
Desired Candidate Profile
Bachelor’s degree in Business Administration, Finance, or a related field.
1–3 years of experience in sales coordination or banking operations (financial services experience preferred).
Familiarity with loan products, banking doentation, and process flow.
Strong communication and interpersonal skills.
Organized and detail-oriented with the ability to manage multiple tasks.
Proficient in MS Office (Excel, Word, Outlook) and CRM tools.
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