Finseich

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Operations Associate

Open 16d

Summary

Coordinates loan file processing, document verification, and customer/bank communications for a financial services company in Gurugram.

  • 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.
  • Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.


    • 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


    Show
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