Operations Executive (NBFC / Finance)

Role Overview

Responsible for managing day-to-day loan operations, collection and disbursement processes, reconciliation, CRM updates, documentation, and coordination with internal teams to ensure smooth and accurate business operations.

Key Responsibilities

- Manage and monitor day-to-day loan operations from collection to disbursement and closure.
- Coordinate with Collection, Credit, Finance, MIS, and Operations teams for smooth processing.
- Monitor loan disbursement, collection, repayment, settlement, and closure activities.
- Verify and reconcile CRM, bank transactions, collection, disbursement, and payment gateway data.
- Track and resolve transaction mismatches, pending cases, and operational discrepancies.
- Maintain and update CRM and operational records accurately and within timelines.
- Coordinate with the bank/payment gateway teams regarding transaction and settlement-related queries.
- Support pre-collection and post-collection operations, including bucket and case management.
- Monitor customer/account-related operational queries and coordinate with the concerned team for resolution.




- Prepare and maintain required operational reports, trackers, and daily status updates.
- Ensure proper documentation and adherence to internal processes, controls, and compliance requirements.
- Handle ad-hoc operational requirements and provide timely updates to management.

Key Skills

**Loan Operations | NBFC Operations | Collection & Disbursement | Bank Reconciliation | CRM | Payment Gateway | Excel & Google Sheets | Data Verification | Data Validation | Pivot Table |V lookup

H lookup | X lookup | Conditional Formatting | Documentation | Team Coordination | Problem Solving**

Key Performance Areas (KPIs)

- Accuracy and timely completion of operational activities
- Disbursement and collection processing accuracy
- Reconciliation and discrepancy resolution
- CRM and data accuracy
- Timely resolution of operational queries
- Process adherence and documentation
- Turnaround time (TAT) for operational activities
- Coordination and follow-up with internal teams

📌 Walk-in || Operations Cum MIS Executive (Hyderabad)
🏢 Fintech Cloud
📍 Hyderabad