Job Title: Executive – Sales Operations

Location: Pune, Maharashtra (In-Office)

Experience: 1–3 Years

ABOUT CAPITALFLEX

CapitalFlex is a premier financial services firm and Direct Selling Agent (DSA) headquartered in Bengaluru with offices in Pune. We bridge the gap between complex financial products and customers efficiently. We partner with more than 40 public sector and private banks, as well as NBFCs to achieve this.

ROLE PURPOSE

We are looking for a dynamic and energetic individual for the position of Executive – Sales Operations for our Pune office. In this role, you will be our frontline executive managing sales operations, loan applications, customer profile evaluation, stakeholder coordination and general office administration.

Key Responsibilities

- Manage daily activities at the branch under the guidance of the branch head.
- Collect, verify, and manage customer loan documents.
- Update and maintain customer records, internal databases, and MIS reports.
- Follow-up with customers, banks, and internal teams for swift processing.
- Ensure compliance with internal processes and banking guidelines.
- Resolve customer queries and provide timely application updates.
- Support other branch requests from time to time as per business requirements.

Eligibility

- Graduate in any stream.




- 1–3 years of experience in office administration, loan documentation, MIS reporting, document management, payment reporting, invoice creation, vendor payments, credit analysis, customer service, front office management etc.
- Experience with customer handling, loan documentation, and CRM systems is preferred.

Skills Required

- Fluency in English and Marathi. Knowledge of Hindi and other Indian languages is a plus.
- Proficiency in advanced MS Excel, Power BI and related software systems.
- Strong attention to detail and time management skills.
- Ability to multitask and effectively prioritise tasks in a agile environment.

Pay: ₹240,000.00 - ₹360,000.00 per year

Benefits:

- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Ability to commute/relocate:

- Pune, Maharashtra (Pune, Pune District): Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

- What is your current notice period?
- What is your current CTC?

Education:

- Higher Secondary(12th Pass) (Preferred)

Experience:

- Office management: 1 year (Preferred)

Language:

- Marathi (Required)
- English (Preferred)
- Hindi (Preferred)

Location:

- Pune, Maharashtra (Pune, Pune District) (Preferred)

Work Location: In person

📌 Executive - Sales & Operations (India)
🏢 Capitalflex
📍 India