Documentation & File Management

- Collect required documents from clients and internal teams.
- Verify completeness of submitted documents.
- Prepare and organize client files for processing.
- Maintain physical and digital records systematically.
- Scan, upload, and archive documents accurately.

Data Entry & CRM Management

- Enter and update client information in CRM/ERP systems.
- Maintain accurate records of funding cases.
- Ensure timely updating of case status and documentation.
- Generate reports and operational data as required.

Client & Follow-up Support

- Follow up with clients for pending documents.
- Coordinate with Operations Executives for case requirements.
- Provide basic updates to clients regarding documentation status.
- Assist in resolving documentation-related queries.

Operational Support

- Review and organize bank statements and supporting documents.
- Prepare documentation checklists for funding files.
- Compile reports and case-related information.
- Assist in preparation of files before submission to lenders.
- Support the team in maintaining operational turnaround timelines.

Coordination & Reporting





- Coordinate meetings and document submissions.
- Prepare Daily Status Reports (DSR).
- Assist in MIS preparation and reporting activities.
- Maintain communication with internal departments for smooth workflow.

Required Skills

- Fast and Accurate Data Entry Skills
- Documentation & Filing Management
- Good Communication Skills
- CRM / ERP Software Knowledge
- MS Excel & Basic Computer Proficiency
- Attention to Detail
- Follow-up & Coordination Skills
- Time Management & TAT Compliance
- Ability to Work in a Team Setting

Preferred Industry Experience

- Finance Consulting Company
- Loan Syndication Firm
- Banking Operations
- NBFC
- Financial Services Company
- Back Office Operations

Freshers are welcome — candidates with 1–2 years of relevant work experience will be

preferred.

Preferred Candidate Profile

- Freshers with good administrative and computer skills can apply.
- Prior experience in operations, documentation, or back-office support will be preferred.

Pay: ₹10,000.00 - ₹32,000.00 per month

Work Location: In person

📌 Assistant Operations Executive (Badlapur)
🏢 Growthwell Consultancy
📍 Badlapur