Walk-in || Loan Executive

Job Summary

Responsible for managing the companys banking relationships, transactions, loan-related documentation, and financial records to ensure smooth cash flow operations and regulatory compliance.

Key Responsibilities

• Manage day-to-day banking operations, including deposits, withdrawals, transfers, and reconciliations.
• Prepare and submit banking documents, including LC, BG, loan applications, and KYC updates.
• Maintain and organize financial records, contracts, and compliance documents.
• Maintain strong relationships and coordination with banks and financial institutions.
• Liaise with banks regarding account matters, credit facilities, loans, and banking issues.
• Coordinate with banks for loan processing, follow-ups, approvals, and documentation.
• Process and track payments, cheques, and fund transfers.
• Ensure timely renewal of banking documents, including guarantees, mandates, and signatory updates.
• Reconcile bank statements with internal accounting records.
• Coordinate with the Finance/Accounts team for fund planning and banking requirements.
• Maintain strict confidentiality of financial and company documents.
• Ensure compliance with banking regulations and internal policies.
• Handle correspondence with banks, including letters, applications, and queries.
• File and archive important company and banking documents.

Requirements

• Bachelor’s degree in Commerce, Finance, Business Administration, or a related field.
• 8+ years of experience in banking, loan advisory, accounts, or banking documentation.
• Strong banking connections and established relationships with banks and financial institutions.
• Prior experience as a Loan Advisor/Loan Coordinator is preferred.
• Strong knowledge of loan policies, eligibility criteria, procedures, documentation, and approval processes.
• Familiarity with banking procedures and trade finance documents such as LC and BG.
• Proficiency in MS Office and Excel; knowledge of accounting software is an advantage.
• Strong organizational, communication, negotiation, and follow-up skills.
• High attention to detail, confidentiality, and compliance. Role & responsibilities