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 solid 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 good 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