Operations Associate

• Handle end-to-end loan file processing and documentation.
• Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.
• Verify customer documents before submission to lending partners.
• Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.
• Maintain accurate records in CRM, MIS, and Google Sheets.
• Track loan applications from login to sanction and disbursement.
• Prepare daily operational reports and maintain business records.
• Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.
• Assist management in operational planning and process improvement.
• Ensure timely resolution of operational queries and support the team in achieving business targets.

Requirements

• Graduate in any discipline.
• 0–3 years of experience in banking, NBFC, finance, operations, or customer support.
• Proficiency in MS Excel, Google Sheets, and CRM software.
• Good communication, coordination, and follow-up skills.

Benefits

• Performance-based incentives and commission structure
• Competitive salary based on experience and performance
• Flexible work hours and remote work options
• Comprehensive training and career development programs
• Employee referral program
• Paid leave and holidays as per company policy
• Opportunity for growth within a scalable financial services organization