Customer Service Assistant in microfinance company

We are looking for a Client Support Executive to join our growing microfinance organization. The ideal candidate will have 1–2 years of relevant experience in NBFCs, microfinance, or money lending companies, and a good understanding of financial products and customer service. Basic proficiency in MS Word, PowerPoint, and Excel is essential. Candidates with a background or knowledge in finance or banking will be preferred.

Preferred Qualifications:

• Experience working in rural or semi-urban microfinance settings.
• Understanding of basic loan cycle, collections, and credit assessment.
• Knowledge of local languages (if applicable) for client interaction.
• Familiarity with microfinance operations, lending processes, and documentation.

Key Responsibilities:

• Handle customer queries and service requests via phone, in person, or electronically.
• Maintain accurate records of client interactions, transactions, and follow-ups.
• Assist in onboarding of new clients – documentation, KYC, and loan processing.
• Guide customers about loan products, repayment schedules, and other financial services.
• Coordinate for loan processing, collections, field officers
• Data entry related to client servicing.
• Maintain and update client data in MS Excel and internal CRM/software.
• Prepare basic reports, presentations, and summaries for team or management using Word, Excel, and PowerPoint.
• Help in recovery or collections support when required.
• Ensure compliance with internal policies and regulatory guidelines (RBI/NBFC norms).

Job Types: Full-time, Permanent

Pay: ₹10,679.02 - ₹25,000.00 per month

Work Location: In person