Account Executive - NBFC · Mumbai

FynAlliance Advisors is seeking an Account Executive for NBFC operations in Mumbai to assist with client onboarding, account coordination, and loan processing activities.

Key Responsibilities

• Manage relationships with prospective and existing clients seeking NBFC financing and credit solutions.
• Collect, verify, and process Know Your Customer (KYC) documents and financial records accurately.
• Assist clients with the completion of loan applications and clarify terms, conditions, and product details.
• Coordinate with internal credit and risk assessment teams to facilitate speedy file approvals.
• Maintain organized and up-to-date client files and account records in the CRM system.
• Track loan disbursement timelines and resolve customer queries regarding application status.
• Liaise with NBFC lending partners to ensure seamless coordination and compliance with partner policies.
• Prepare regular reporting updates on pipeline accounts, conversions, and client communications.
• Follow up with clients regarding documentation discrepancies, pending signatures, and disbursal milestones.
• Support repayment tracking and assist in addressing customer concerns post-disbursement.
• Adhere to regulatory guidelines and internal standards for financial advisory and credit facilitation.