01Overview
Job Description Operations Executive (NBFC / Finance)
Role Overview
Responsible for managing day-to-day loan operations, collection and disbursement processes, reconciliation, CRM updates, documentation, and coordination with internal teams to ensure smooth and accurate business operations.
Key Responsibilities
Manage and monitor day-to-day loan operations from collection to disbursement and closure.Coordinate with Collection, Credit, Finance, MIS, and Operations teams for smooth processing.Monitor loan disbursement, collection, repayment, settlement, and closure activities.Verify and reconcile CRM, bank transactions, collection, disbursement, and payment gateway data.Track and resolve transaction mismatches, pending cases, and operational discrepancies.Maintain and update CRM and operational records accurately and within timelines.Coordinate with the bank/payment gateway teams regarding transaction and settlement-related queries.Support pre-collection and post-collection operations, including bucket and case management.Monitor customer/account-related operational queries and coordinate with the concerned team for resolution.Prepare and maintain required operational reports, trackers, and daily status updates.Ensure proper documentation and adherence to internal processes, controls, and compliance requirements.Handle ad-hoc operational requirements and provide timely updates to management.
Key Skills
**Loan Operations | NBFC Operations | Collection & Disbursement | Bank Reconciliation | CRM | Payment Gateway | Excel & Google Sheets | Data Verification | Data Validation | Pivot Table |V lookup
| H lookup | X lookup | Conditional Formatting | Documentation | Team Coordination | Problem Solving**
Key Performance Areas (KPIs)
Accuracy and timely completion of operational activitiesDisbursement and collection processing accuracyReconciliation and discrepancy resolutionCRM and data accuracyTimely resolution of operational queriesProcess adherence and documentationTurnaround time (TAT) for operational activitiesCoordination and follow-up with internal teams .
