Role & responsibilities

Location: Amravati, Maharashtra

Job Type: Full-Time | Work From Office

Industry: NBFC / Financial Services

Experience: Fresher to 3 Years

ROLE PURPOSE

We are looking for a responsible, detail-oriented and technology-friendly person to manage day-to-day office operations, MIS, documentation, data management, internal coordination and administrative activities.

This is a purely office-based role with no field sales responsibility.

The position is suitable for someone looking to build a stable, long-term career in financial services and business operations.

KEY RESPONSIBILITIES

Office Operations

- Manage day-to-day office operational activities.
- Maintain daily work checklist and pending-task tracker.
- Maintain physical and digital files systematically.
- Handle printing, scanning, filing, emails and correspondence.
- Maintain office, visitor and other required registers.
- Coordinate with branches, employees, vendors and management.
- Track important tasks, deadlines and follow-ups.
- Assist management in routine administrative work.
- Maintain confidentiality of company and customer information.

Loan & NBFC Operations Support
- Assist in loan application processing and documentation.
- Check KYC and supporting documents as per prescribed checklist.
- Maintain customer and loan records.
- Update loan/disbursement/collection information in software and Excel.
- Maintain required operational registers.
- Track pending documentation and discrepancies.
- Assist in preparation of operational and compliance data.
- Coordinate with accounts, operations, sales and management teams.
- Follow SOPs and maker-checker processes strictly.

MIS & Data Management
- Prepare Daily / Weekly / Monthly MIS.
- Maintain Excel and Google Sheets accurately.
- Track business pipeline, disbursements, collections and pending cases.
- Prepare management reports and summaries.
- Reconcile data between software, registers, Excel and supporting documents.
- Identify missing, duplicate or incorrect entries.
- Maintain dashboards and trackers.
- Ensure proper data backup and record management.

Accounts Support
- Maintain bills, invoices, vouchers and expense records.
- Assist in basic bank/account reconciliation.
- Check whether required accounting entries have been completed.
- Coordinate with accountant/CA for required information.
- Maintain payment and outstanding trackers.
- Follow up internally for missing bills and supporting documents.

Customer & Business Follow-up
- Make routine follow-up calls where required.
- Maintain follow-up records.
- Update CRM/business pipeline.
- Coordinate with customers/DSAs for pending documents.
- Track leads and pending cases.
- Support the sales team from the office without field sales responsibility.

Office Administration
- Maintain employee attendance and basic administrative records.
- Coordinate office supplies, stationery and vendors.
- Maintain important documents,



agreements and renewal reminders.
- Check office opening/closing procedures and security checklist.
- Maintain systematic digital folders and document naming standards.

AI & Automation Preferred Candidates with practical knowledge of AI tools will be given preference.

Preferred capabilities

- ChatGPT or similar AI tools
- AI-assisted drafting of emails and letters
- Research and summarisation
- Excel/Google Sheets assistance using AI
- Creating reports and presentations
- Basic workflow automation
- Canva
- Using AI for productivity and repetitive office processes

We are looking for someone who is willing to learn new technology rather than resist it. Social Media & Digital Skills Preferred

Basic ability to

- Manage Facebook / Instagram / LinkedIn pages
- Create straightforward Canva creatives
- Post approved company content
- Maintain social media calendar
- Assist with Meta/Facebook/Instagram advertisements
- Track leads generated through campaigns
- Maintain lead data and basic campaign reports

Digital marketing will be an additional responsibility/advantage, not the core role.

ESSENTIAL SKILLS

- Good MS Excel / Google Sheets knowledge
- MS Word and basic PowerPoint
- Valuable computer and internet skills
- Accurate data entry
- Basic accounting understanding
- Good written communication
- Functional English, Hindi and Marathi
- Email drafting
- Numerical accuracy
- Documentation skills
- File and record management
- Ability to learn new software
- Strong follow-up ability
- Ability to work with deadlines

Knowledge of formulas, filters, sorting, Pivot Tables, VLOOKUP/XLOOKUP and basic MIS reporting will be an advantage.

PERSONAL QUALITIES

We value attitude and reliability more than impressive qualifications.

Candidate should be

- Honest and trustworthy
- Highly organised
- Detail-oriented
- Disciplined and punctual
- Comfortable with repetitive process work
- Accountable for mistakes
- Willing to learn
- Stable and interested in long-term employment
- Comfortable taking ownership of pending work
- Able to maintain confidentiality
- Proactive rather than waiting for every instruction
- Comfortable working directly with management
- Able to work independently after training
- Process-oriented and checklist-driven

Preferred candidate profile The candidate should have:

- Good working knowledge of MS Excel / Google Sheets.
- MS Word and document-formatting ability.
- Professional email-writing ability.
- Comfortable use of computers, scanners, PDFs and cloud-based applications.
- Accurate data-entry skills.




- Basic understanding of accounts and banking transactions.
- Ability to understand numbers and reconcile information.
- Good written and verbal communication in Marathi and Hindi.
- Functional English communication.
- Strong follow-up ability.
- Good documentation habits.
- High attention to detail.
- Ability to work using checklists and SOPs.
- Ability to learn new ERP/CRM/software systems.

Most Important Personal Qualities We value behaviour and reliability more than an impressive degree.

The candidate should demonstrate

- Integrity and confidentiality
- Stability
- Ownership
- Accuracy
- Discipline
- Consistency
- Patience with repetitive work
- Strong follow-up mentality
- Respect for processes and hierarchy
- Willingness to learn
- Ability to admit and report mistakes
- Low ego toward routine administrative work
- Ability to complete tasks without repeated reminders
- Long-term career orientation

Educational Qualification

Preferred:

B.Com / BBA / BCA / B.Sc. / BA or equivalent graduate.

Solid preference:

B.Com candidates with good Excel, accounting and computer knowledge.

Candidates with relevant practical experience may be considered even if their academic profile is not exceptional.

Experience

Preferred: 03 years.

Fresh graduates with strong computer skills, maturity and willingness to build a long-term career may apply.

Experience in NBFC, banking, CA office, cooperative bank/society, finance company, insurance, accounting, MIS or back-office operations will be an advantage.

Career Path

This position is intended as a long-term operational career rather than a temporary data-entry role.

A capable employee can progressively move through:

Operations & Administration Executive

Senior Operations Executive

Operations Officer

Assistant Operations Manager

Operations Manager / Central Operations

Growth will depend on performance, accuracy, responsibility, process knowledge and ability to take ownershipnot merely tenure.

The employee will receive exposure to financial-services operations, loan processing, MIS, documentation, accounts coordination, compliance processes and business operations.

What We Expect From a Long-Term Team Member

We are specifically looking for someone who wants to develop expertise and responsibility over several years.

Candidates primarily looking for a temporary job before MBA, competitive examinations, relocation or an immediate career switch should disclose this during the interview.

Performance will be evaluated primarily on:

- Accuracy
- Timeliness
- Pending-task closure
- Documentation quality
- MIS accuracy
- SOP adherence
- Reliability
- Confidentiality
- Attendance and discipline
- Ability to independently manage recurring responsibilities

Location Requirement: Preference will be given to candidates residing in Amravati or having a genuine long-term plan to remain in Amravati.

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