Operations Executive

Location: Gurugram
Experience: 1 - 3 Years
Education: Any Graduate
Industry: Fintech / BFSI / Financial Services
Employment Type: Full-time

We are hiring a Operations Executive (Scheduler) for a fast-growing fintech company in the gold-loan and financial services space.

The role involves coordinating customer appointments and loan-related visits for the field sales team, ensuring smooth scheduling, timely follow-ups, and effective utilization of field resources.

Key Responsibilities

• Schedule and coordinate customer meetings and loan appointments for field sales executives.
• Coordinate with field executives to plan and manage daily customer visits.
• Call customers to confirm appointment timings, availability, and meeting details.
• Follow up with field staff on scheduled appointments and update visit status.
• Reschedule appointments based on customer or field staff availability.
• Maintain accurate records of scheduled, completed, cancelled, and rescheduled appointments.
• Coordinate with internal teams to ensure smooth execution of customer visits and loan-related activities.
• Follow up on pending appointments and support the team in improving customer conversion and productivity.
• Manage multiple appointments and priorities while maintaining accuracy.

Requirements

• 1 - 3 years of experience in Sales Coordination, Sales Operations, Tele-calling, Customer Service, Operations, or a similar role.
• Fluent in Tamil + English verbal and written communication.
• Hands-on experience in customer calling and follow-ups.
• Experience in appointment scheduling, confirmation, and rescheduling.
• Strong coordination skills, preferably with field sales teams.
• Basic knowledge of MS Excel / Google Sheets.
• Strong communication, follow-up, and organizational skills.
• Ability to manage multiple tasks and appointments effectively.

Preferred

• Experience in BFSI, NBFC, fintech, lending, or financial services.
• Experience working with CRM systems or customer/lead management tools.
• Experience coordinating field sales or field operations.

About Hireginie

Hireginie is a talent search and recruitment company that connects talented professionals with leading organizations across industries. We specialize in customized recruitment solutions, helping companies find the right talent while creating meaningful career opportunities for candidates. Our focus is on delivering a seamless, transparent, and quality-driven hiring experience for both clients and candidates.