Operation Executive

Job Title: Operations Executive – Corporate Syndication

Department: Operations

Sub-Department: Corporate Syndication

Location: Badlapur, Thane, Maharashtra

Experience: 1–4 Years

Qualification: B.Com / BBA / MBA Finance / Banking & Finance / Any Graduate

Age Criteria: 22 to 35 Years

Job Summary

We are seeking a detail-oriented and proactive Operations Executive – Corporate

Syndication to manage funding files from application to disbursement. The candidate will be

responsible for document verification, lender coordination, case tracking, client

communication, and ensuring smooth execution of funding processes while maintaining

accuracy and compliance.

Key Responsibilities

File Processing & Documentation

• Process loan and funding files accurately and efficiently.

• Verify KYC, financial, legal, and technical documents.

• Ensure completeness and accuracy of all required documentation.

• Maintain proper records and documentation for each case.

Bank & NBFC Coordination

• Coordinate with Banks, NBFCs, and Financial Institutions for case processing.

• Follow up with lenders for document requirements and approvals.

• Track sanction status and funding progress.

• Resolve operational queries raised by lenders.

Funding Case Management

• Monitor cases from lead stage to final disbursement.

• Coordinate submission of CMA Data and financial information.

• Track legal, technical, valuation, and due diligence reports.

• Ensure timely completion of funding processes.

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.

• Strong organizational and record-keeping abilities.

Pay: ₹144,000.00 - ₹180,000.00 per year

Work Location: In person