Personal Loan Consultant

Company Description RupeeQ, operated by Intuino Business Consulting India Pvt. Ltd., is an online finance marketplace founded in November 2020 that connects consumers and businesses with a wide range of loan products. The platform simplifies access to personal, business, and other loans while helping financial institutions reduce operational costs through automation and efficiency. RupeeQ is driven by a mission to satisfy customers’ financial needs and deliver an instant, seamless, and “wow” experience anytime, anywhere. The company focuses on building long-term, trust-based relationships and serving as a reliable financial partner for both small and large needs. Through a personalized, customer-centric approach, RupeeQ empowers users to make informed financial decisions.
Role Description The Personal Loan Consultant is a full-time, on-site role based in Noida. This role involves guiding customers through the personal loan process, understanding their financial needs, and recommending suitable loan products from RupeeQ’s partner institutions. The consultant will handle loan inquiries, explain eligibility and documentation requirements, collect and verify customer information, and support loan origination from application to disbursal. Daily responsibilities include maintaining accurate records, following compliance and risk guidelines, coordinating with internal teams and lending partners, and ensuring a high standard of customer service. The role also involves meeting performance targets, providing feedback on process improvements, and contributing to a trusted, transparent customer experience.
Qualifications
Experience in loan-focused roles such as Loan Officers, with exposure to Loans and Loan Origination processes.
Foundational knowledge in Finance, including understanding of personal loan products, interest rates, and basic credit assessment.
Strong Customer Service skills, with the ability to communicate clearly, manage queries, and build trust with diverse customers.
Ability to work with loan documentation, verify information, and adhere to compliance and regulatory standards.
Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent practical experience).
Comfort using digital tools, CRM systems, and online loan platforms to process applications efficiently.
Goal-oriented mindset with the ability to manage multiple cases, meet timelines, and achieve performance targets.
Proficiency in English and Hindi, with strong interpersonal and negotiation skills; prior experience in banking, NBFCs, or financial services is an advantage.

Work arrangement
No