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
1. 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 L
📌 Associate Finance Operations (India)
🏢 upGrad
📍 India