Job Description 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.

Must have 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

Candidate Profile

*Any Graduate(Passed out after 2018 or above)

*Freshers with excel skill may apply

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