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We are looking for a Loan Processing & Client Support Executive who will support clients throughout the end-to-end loan process, coordinate with banks/NBFCs, and ensure timely approvals and disbursements. This role is focused on process management and client coordination, not aggressive sales.
• Assist clients with loan application processing for Home Loans, LAP, and Commercial Loans
• Coordinate with clients for KYC, income, and property documentation
• Liaise with banks, NBFCs, and relationship managers
• Track cases from login to disbursement
• Follow up on credit, legal, technical, and disbursement stages
• Maintain MIS, trackers, and client records
• Support internal sales and real estate teams
• Ensure compliance with lender and internal guidelines
• 1–4 years of experience in loan processing / DSA / NBFC / bank operations
• Knowledge of loan documentation and credit process
• Strong coordination and follow-up skills
• Good communication skills
• Basic proficiency in MS Excel / Google Sheets
• Experience with real estate-linked loans
• Exposure to PSU banks, private banks, and NBFCs
• Understanding of CIBIL, FOIR, and LTV concepts
• Timely processing and approvals
• Disbursement success rate
• Documentation accuracy
• Client satisfaction
• Exposure to multiple loan products and lenders
• Stable role with growth opportunities
• Performance-based incentives
• Professional work environment
We are a financial products distribution company with offerings across investments, insurance, real estate advisory, and loan assistance services. We assist clients in securing various loan products including home loans, loan against property (LAP), and commercial/business loans through leading banks and NBFCs.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2 years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Officer - Loans - Malad West Mumbai at MCAP Wealth Pvt Ltd..
This role requires around 2 years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to MCAP Wealth Pvt Ltd.'s application process for this role.