Job Description:

Customer Service & Relationship Management
Attend to customer inquiries and provide information regarding loan products, repayments, and services.
Handle customer complaints, requests, and service issues in a timely manner.
Build and maintain robust relationships with borrowers and group members.
Ensure a high level of customer satisfaction and service quality.

Loan Processing & Documentation
Assist customers in completing loan application forms and documentation requirements.
Verify KYC and other customer documents for accuracy and completeness.
Maintain proper records and customer files as per company policy.
Coordinate with field staff for collection and verification of customer documents.

Operations & Compliance
Ensure compliance with company policies, regulatory requirements, and operational guidelines.
Support branch operations in maintaining records, registers, and reports.
Assist in audit, compliance, and inspection-related activities.
Maintain confidentiality of customer information and branch data.

Collection & Recovery Support
Follow up with customers regarding repayment schedules and overdue installments.
Coordinate with field officers to ensure timely collections.




Assist in tracking delinquent accounts and customer communication.
Support portfolio quality improvement initiatives.

MIS & Reporting
Prepare daily, weekly, and monthly operational reports.
Update customer data and maintain accurate MIS records.
Ensure timely submission of reports to branch management.

Branch Support Activities
Coordinate with Credit, Operations, Sales, and Collection teams.
Support customer onboarding and account servicing processes.
Assist in organizing customer meetings and awareness programs.
Maintain branch administration and customer service records.

Required Qualifications
Graduate in any discipline.
1–3 years of experience in Microfinance, Banking, NBFC, or Financial Services.
Freshers with positive communication skills may also be considered.

Key Skills
Customer Service & Relationship Management
Loan Documentation & Verification
Communication & Interpersonal Skills
Complaint Handling & Resolution
MIS & Record Management
Basic Computer Knowledge (MS Office)
Teamwork & Coordination
Attention to Detail

📌 Customer Service Officer Mf Pune
🏢 equitas small finance bank
📍 Pune