Hiring: Associate – Finance Operations

Job Location: Pune

Experience: 0–2 Years

Employment Type: Full-time

Department: Finance Operations / Learner Operations

Subject: Application – Associate Finance Operations

About the Role

We are looking for a proactive and detail-oriented Associate – Finance Operations to support smooth learner onboarding and ensure timely completion of documentation and balance fee collection before course commencement.

The role involves working closely with learners, Sales teams, University SPOCs, Program teams, Shortlisting teams, and Loan Partners to resolve pending requirements and ensure learners are ready to start their program without delays.

Key Responsibilities

- Document Collection & Verification

- Connect with enrolled learners and collect all required documents as per university guidelines and internal processes.
- Verify documents for completeness, accuracy, and validity.
- Follow up with learners for missing, incorrect, or pending documents.
- Coordinate with Sales, Shortlisting, and Program teams whenever intervention is required.
- Work with University SPOCs and Program teams to identify alternate document options where required.
- Ensure all documentation is completed before the learner's batch starts.
- Close any post-batch document requests raised by the university within 2 working days.
- Maintain accurate records and ensure there are no document submission misses.

2. Balance Fee Collection




- Support face-to-face learner interactions at the office for same-day balance fee closure wherever applicable.
- Check loan eligibility in applicable cases before block payment collection.
- Clearly communicate loan-related requirements, timelines, and processes to learners and co-applicants.
- Follow up with learners from Day 1 if balance payment is not closed during the initial interaction.
- Drive balance fee closure within the targeted 3-day timeline.
- Maintain proper records and trackers for all payment follow-ups and closures.
- Coordinate with Sales and Loan Partner teams to resolve payment or loan-processing issues.

Key Skills & Competencies

- Robust communication and follow-up skills.
- Good stakeholder management abilities.
- High ownership and accountability.
- Strong attention to detail and documentation accuracy.
- Ability to manage multiple learner cases simultaneously.
- Good problem-solving and coordination skills.
- Ability to work within strict timelines and TATs.
- Comfortable working with Excel/Google Sheets and operational trackers.
- Customer/learner-focused approach.

Who Should Apply?

This role is suitable for candidates who enjoy operations, coordination, customer interaction, collections, and problem-solving and are comfortable working in a fast-paced environment with multiple stakeholders.

What You'll Be Responsible For

Documents → Payments → Loans → Follow-ups → Coordination → Closure

Interested candidates can apply/share their CV at:

[email protected]

📌 Associate Finance Operations (Maharashtra)
🏢 upGrad
📍 Maharashtra