JOB DESCRIPTION – OPERATIONS EXECUTIVEPosition: Operations Executive

Department: Operations

Industry: NBFC / Cooperative Credit Society

Location: addanki, Kuchipudi

Reporting To: Branch Manager / Operations Manager

Experience: 0–2 Years

Job SummaryWe are looking for a detail-oriented and responsible Operations Executive to manage day-to-day branch operations, documentation, customer service, loan processing support, data management, and coordination with internal departments. The candidate will ensure smooth and accurate execution of operational activities while maintaining company policies and compliance standards.

- Key ResponsibilitiesHandle day-to-day branch operational activities and ensure smooth workflow.
- Process and verify customer/loan-related documents as per company guidelines.
- Maintain accurate records, registers, files, and branch documentation.
- Support loan processing, disbursement, collections, and other operational activities.
- Verify KYC and customer documents and ensure completeness of records.
- Enter and update customer and loan information in the system accurately.
- Coordinate with Branch Managers, Credit, Sales, Collections, Accounts, and Head Office teams.
- Handle customer queries related to account, loan, documentation, and other operational matters.
- Prepare daily, weekly, and monthly operational reports.
- Ensure timely submission of branch reports and documents to the Head Office.
- Monitor pending documents, applications, approvals, and other operational activities.
- Ensure compliance with internal policies, KYC norms,



and applicable statutory/regulatory requirements.
- Maintain confidentiality and security of customer and company information.
- Assist during internal audits and ensure timely closure of audit observations.
- Monitor branch stationery, records, and other operational requirements.
- Perform other duties and responsibilities assigned by the reporting manager.
- Required SkillsGood knowledge of branch operations and documentation.
- Basic understanding of loans, KYC, banking/NBFC operations, and customer service.
- Good communication and interpersonal skills.
- Strong attention to detail and accuracy.
- Valuable MS Office skills, especially Excel and Word.
- Ability to maintain records and prepare reports.
- Good coordination and follow-up skills.
- Ability to work under pressure and meet deadlines.
- Honest, responsible, and customer-oriented approach.
- Educational QualificationAny Graduate from a recognized university.
- MBA/PGDM in Finance, Operations, or related fields will be an added advantage.

Preferred ExperienceCandidates with experience in NBFCs, Cooperative Credit Societies, Banks, Microfinance, Gold Loans, Group Loans, Mortgage/LAP, or other financial services will be preferred.

- Key Performance Indicators (KPIs)Accuracy and timely completion of operational activities.
- Proper maintenance of customer and branch records.
- Timely submission of reports.
- Compliance with company policies and KYC requirements.
- Reduction in operational errors and pending documentation.
- Effective coordination with branch and Head Office teams.
- Quality of customer service.

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