Loan Consultant

Planet Solutions

Locations: Karnataka and Tamil Nadu

Key Responsibilities

• Engage with potential clients to assess their financial needs and recommend suitable loan products.
• Provide detailed information about various loan options, including unsecured business loans and working capital loans.
• Assist clients in completing loan applications and gathering necessary documentation.
• Maintain relationships with clients to ensure satisfaction and encourage repeat business.
• Collaborate with financial institutions to facilitate loan approvals and disbursements.
• Stay updated on industry trends and regulations to provide accurate advice to clients.

Requirements & Tech Stack

• Proven experience as a Loan Consultant or in a similar role.
• Strong understanding of MSME and SME financing options.
• Excellent communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Knowledge of loan products, including business loans and working capital loans.
• Strong sales and negotiation skills.