Assistant Operations Executive

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 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