Credit Analyst

Key Responsibilities

Client Sourcing & Consultation

Source MSME leads via professional channels, internal leads, or referrals

Assess business needs and match them with suitable loans or schemes

Clearly explain product features, eligibility, and benefits

Documentation & Execution

Collect and verify necessary documents

Ensure complete, compliant submissions for faster processing

Coordinate with partner banks, NBFCs, and internal ops teams

Pipeline & Performance Tracking

Maintain and update funnel of applications using dashboards or MIS

Meet monthly disbursal targets (individual + team-wise)

Follow up with lenders and internal teams to drive case closures

Client Servicing & Closure

Act as the single point of contact for high-value clients

Provide timely updates, resolve queries, and support post-disbursal needs

Market Intelligence & Relationship Management

Stay informed on new schemes, policy changes, and competitor activity

Maintain long-term relationships for upsell or referrals

Share insights to improve product oƯ erings and client experience

Skills & Experience

1–3 years in MSME loans, unsecured lending, or scheme execution

Familiar with documentation: ITR, GST, bank statements, Udyam, etc.

Fluent in English, Hindi and Marathi

Strong sales, client-handling, and multitasking abilities