Relationship Executive Personal Loan Jobs in Moradabad

Relationship Executive – Personal Loans works closely with customers and branch sales team to ensure smooth loan onboarding and ongoing service.[web:328][web:356]

You help customers with queries, basic documentation, follow‑ups and simple cross‑sell, acting as a key touch point for the branch.[web:356]

• Customer Interaction

  Attend walk‑in and call‑in customers, understand their personal loan requirement and connect them to the right sales or credit person.[web:356]

• Service & Follow‑up

  Provide status updates on applications, remind customers about pending documents and resolve basic service requests.[web:356]

• Documentation Support

  Help customers fill forms, check KYC and income documents and ensure files are complete before login.

• Cross‑sell Support

  Identify needs of existing customers and inform them about top‑up loans or other products as per branch focus.[web:328]

• Reporting

  Maintain basic customer records, call logs and follow‑up trackers as guided by the branch manager.[web:356]

• Education

  12th Pass or Graduate with basic computer and smartphone skills.

• Experience

  0–3 years in customer service, telecalling, field sales or loan support roles.[web:347]

• Skills

  Good communication, listening skills, polite behaviour and ability to coordinate with both field and branch teams.[web:328]

• Other Requirements

  Local language fluency and interest in growing a career in retail lending.