- 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

- Market-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

📌 Operations Associate (Gurugram)
🏢 Finseich Technology
📍 Gurugram