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 Environment

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 valuable 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