Operation Executive

Job Description – KYC & OSB Process Manager

Job Responsibilities

• Manage the complete KYC and OSB process and ensure smooth day-to-day operations.

• Lead and manage the KYC, OSB, backend and field teams.

• Allocate daily tasks and monitor the performance and productivity of team members.

• Manage and coordinate with field executives/field verification staff to ensure timely completion of assigned activities.

• Monitor KYC verification, documentation, customer onboarding, and field verification activities.

• Handle the OSB process, including daily operations, case allocation, tracking, follow-ups, and timely closure.

• Ensure all cases are completed within defined TAT/SLA.

• Monitor pending cases, discrepancies, rejections, and escalations and ensure timely resolution.

• Conduct regular quality checks and ensure accuracy and compliance with internal processes.

• Prepare and maintain daily, weekly, and monthly MIS reports for management.

• Use MS Excel extensively for data management, MIS reporting, tracking, and team-performance analysis.

• Coordinate with Sales, Operations, Compliance, Risk, and other internal teams.

• Conduct regular team meetings and provide training, guidance, and performance feedback.

• Monitor attendance, productivity, field visits, targets, and overall performance of the team.

• Handle escalations from customers, field staff, team members, and internal stakeholders.

• Identify process gaps and implement improvements to increase efficiency and reduce errors.

• Ensure proper documentation and record maintenance for KYC and OSB processes.

• Take ownership of the overall process and ensure smooth coordination between office teams and field teams.

Required Skills

• Strong experience in KYC / KYC Operations.

• Hands-on experience in OSB / backend operations.

• Strong team-management and field-team-management experience.

• Good knowledge of verification, documentation, onboarding, and backend processes.

• Strong MS Excel skills, including:

• VLOOKUP / XLOOKUP

• Pivot Tables

• Filters & Sorting

• Conditional Formatting

• MIS preparation

• Data analysis and reporting

• Strong communication and coordination skills.

• Good leadership and people-management abilities.

• Strong problem-solving and escalation-handling skills.

• Ability to manage multiple teams and processes simultaneously.

• Good attention to detail and ability to work under deadlines.

Preferred Candidate Profile

• 2 - 4years of relevant experience in KYC, OSB, backend operations, banking, fintech, NBFC, payments, or financial services.

• Previous experience as a Team Leader / Assistant Manager / Manager / Operations Manager will be preferred.

• Candidate must have experience managing both internal teams and field executives.

• Should be capable of independently managing KYC and OSB operations from allocation to closure.

• Should be comfortable with Excel-based MIS, reporting, productivity tracking, TAT monitoring, and team performance analysis.

• Should have strong ownership and the ability to manage day-to-day operational escalations.

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

• Flexible schedule

Work Location: In person