Job Summary
We are looking for a detail-oriented and customer-focused Operations Executive (Finance) to join our team. The ideal candidate will be responsible for handling customer interactions, managing loan file processing, and coordinating with banks and NBFCs to ensure smooth and timely loan approvals.
Key Responsibilities
- Communicate with customers to understand their financial requirements and provide assistance throughout the loan process.
- Resolve customer queries and provide regular updates on application status.
- Collect, verify, and maintain customer documents.
- Log in and upload loan applications on various Bank and NBFC portals.
- Coordinate with banks, NBFCs, and internal teams to ensure timely processing of files.
- Follow up with lenders for approvals, documentation, and disbursement.
- Ensure all files are complete, accurate, and compliant before submission.
- Maintain records of customer applications and update the CRM/MIS regularly.
- Achieve turnaround time (TAT) targets while maintaining high service quality.
Requirements
- Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
- 1–3 years of experience in loan processing, banking operations, NBFCs, or financial services (Freshers with relevant knowledge may also apply).
- Knowledge of bank and NBFC loan portals is preferred.
- Good communication and customer handling skills.
- Basic knowledge of MS Excel and computer applications.
- Strong attention to detail and organizational skills.
Preferred Skills
- Customer relationship management.
- Loan documentation and file processing.
- Banking and financial products knowledge.
- Problem-solving and follow-up skills.
- Ability to work under deadlines.
Pay: ₹14,000.00 - ₹16,000.00 per month
Benefits:
Work Location: In person
