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
Quick and Accurate Data Entry Skills
Documentation & Filing Management
Positive 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 Workplace
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.