Management Trainee

Role & responsibilities:

1. Loan Processing & Documentation:

• Assist in loan application processing, verification, and documentation.
• Ensure proper data entry and maintain loan records in the system.
• Coordinate with sales and credit teams for document collection and processing.

2. Customer Service & Coordination:

• Handle customer queries related to loan processing, disbursement, and repayment.
• Provide support in handling grievances and resolving operational issues.
• Assist in onboarding new customers and educating them on loan terms & repayment schedules.

3. Disbursement & Repayment Management:

• Support loan disbursement activities, ensuring compliance with internal and regulatory policies.
• Monitor loan repayment schedules and coordinate with the collections team.
• Assist in managing post-disbursement documentation and file maintenance.

4. Compliance & Risk Management:

• Ensure all processes comply with RBI/NHB and company guidelines.
• Maintain accurate records and support internal/external audits.
• Identify process gaps and suggest improvements to enhance operational efficiency.

5. MIS & Reporting:

• Prepare daily/monthly reports related to loan processing and disbursements.
• Assist in data analysis to improve operational efficiency.
• Support in maintaining dashboards for management review