Verified Job
Accounting - Finance
Loan and finance officer
Accounting - Finance
#551957
Remote / WFH
Job Description
Job Title: Manager
Department: Finance & Sales Support
Location: Jaipur / Ajmer
Reports To: HOD/Senior Management
Job Brief / Purpose:
At HAPPY GROUP, we value precision, proactive management, and seamless coordination in
our financial and customer processes. We are seeking a dynamic and experienced Manager –
Finance Department to oversee Approved Project Finance (APF) processes, manage customer
booking and documentation, and ensure smooth loan processing and disbursement.
This role bridges finance, sales, customer support, and banking relationships—requiring strong
leadership, analytical capability, and hands-on knowledge of real estate finance workflows. The
ideal candidate will hold an MBA in Finance and bring a strategic mindset along with
operational excellence.
Key Roles & Responsibilities:
Coordinate with banks and financial institutions to obtain and maintain APF approvals.
Ensure all project documentation meets bank and regulatory requirements.
Maintain an up-to-date tracker of APF status across all active projects.
Oversee real-time unit availability and booking process.
Ensure inventory data is accurate across internal systems and booking software.
Monitor booking status reports and address discrepancies proactively.
Manage and maintain booking &, CRM software functionality.
Ensure system updates, user access, and integration with sales/finance teams.
Provide training and support to staff for efficient software usage.
Oversee collection and verification of customer documents at the time of booking.
Monitor timely collection of payments and adherence to payment schedules.
Coordinate with legal and accounts teams for agreement and invoicing processes.
Facilitate customer home loan applications through tie-up banks.
Coordinate with banks for document submission, sanctioning, and disbursal.
Track disbursement progress and update internal records in real-time.
Finalize allotment documents post-payment milestones.
Ensure timely issuance of allotment letters and compliance with RERA norms.
Act as the point of contact for channel partners and associates.
Provide timely updates, support for documentation, and payment clarifications.
Maintain consistent communication with banking partners for APF, loan processing, and
disbursal.
Handle escalations and ensure closure of issues within defined TATs.
Qualifications and Skills:
MBA in Finance from a recognized institution (preferred Tier I or II).
2-5 years of relevant experience in project finance, booking operations, or real estate finance.
Strong understanding of APF, home loan processes, customer lifecycle management.
Proficient in booking software/CRM tools and Microsoft Office (especially Excel).
Excellent communication, coordination, and team leadership abilities.
Strong stakeholder management skills (internal teams, banks, associates, customers).
Preferred Attributes:
Experience in the real estate sector or housing finance domain.
Familiarity with RERA compliance and documentation practices.
Ability to handle high-pressure situations with a customer-centric approach.
Strong organizational and follow-up skills.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹40,000.00 per month
Benefits:
Health insurance
Provident Fund
Schedule:
Day shift
Fixed shift
Supplemental Pay:
Performance bonus
Quarterly bonus
Yearly bonus
Work Location: In person
Department: Finance & Sales Support
Location: Jaipur / Ajmer
Reports To: HOD/Senior Management
Job Brief / Purpose:
At HAPPY GROUP, we value precision, proactive management, and seamless coordination in
our financial and customer processes. We are seeking a dynamic and experienced Manager –
Finance Department to oversee Approved Project Finance (APF) processes, manage customer
booking and documentation, and ensure smooth loan processing and disbursement.
This role bridges finance, sales, customer support, and banking relationships—requiring strong
leadership, analytical capability, and hands-on knowledge of real estate finance workflows. The
ideal candidate will hold an MBA in Finance and bring a strategic mindset along with
operational excellence.
Key Roles & Responsibilities:
Coordinate with banks and financial institutions to obtain and maintain APF approvals.
Ensure all project documentation meets bank and regulatory requirements.
Maintain an up-to-date tracker of APF status across all active projects.
Oversee real-time unit availability and booking process.
Ensure inventory data is accurate across internal systems and booking software.
Monitor booking status reports and address discrepancies proactively.
Manage and maintain booking &, CRM software functionality.
Ensure system updates, user access, and integration with sales/finance teams.
Provide training and support to staff for efficient software usage.
Oversee collection and verification of customer documents at the time of booking.
Monitor timely collection of payments and adherence to payment schedules.
Coordinate with legal and accounts teams for agreement and invoicing processes.
Facilitate customer home loan applications through tie-up banks.
Coordinate with banks for document submission, sanctioning, and disbursal.
Track disbursement progress and update internal records in real-time.
Finalize allotment documents post-payment milestones.
Ensure timely issuance of allotment letters and compliance with RERA norms.
Act as the point of contact for channel partners and associates.
Provide timely updates, support for documentation, and payment clarifications.
Maintain consistent communication with banking partners for APF, loan processing, and
disbursal.
Handle escalations and ensure closure of issues within defined TATs.
Qualifications and Skills:
MBA in Finance from a recognized institution (preferred Tier I or II).
2-5 years of relevant experience in project finance, booking operations, or real estate finance.
Strong understanding of APF, home loan processes, customer lifecycle management.
Proficient in booking software/CRM tools and Microsoft Office (especially Excel).
Excellent communication, coordination, and team leadership abilities.
Strong stakeholder management skills (internal teams, banks, associates, customers).
Preferred Attributes:
Experience in the real estate sector or housing finance domain.
Familiarity with RERA compliance and documentation practices.
Ability to handle high-pressure situations with a customer-centric approach.
Strong organizational and follow-up skills.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹40,000.00 per month
Benefits:
Health insurance
Provident Fund
Schedule:
Day shift
Fixed shift
Supplemental Pay:
Performance bonus
Quarterly bonus
Yearly bonus
Work Location: In person
