Empanelment Executive

1 - 2 years

1 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

Posted:15 hours ago| Platform: Naukri logo

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Skills Required

DSA onboarding Excel Partner Management Empanelment Kyc Verification

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Empanelment Executive (DSA/DSE Onboarding & Operations) Job Summary: We are looking for a dynamic and detail-oriented professional to join our Empanelment team. The ideal candidate will be responsible for onboarding DSA (Direct Selling Agents), DSE (Direct Sales Executives), and partners (including sub-partners), managing their documentation, and ensuring smooth operational integration across various regions and verticals. The candidate must be well-versed with KYC processes, background verification (BGV), and have strong coordination and follow-up skills. Key Responsibilities: 1. Empanelment & Onboarding: - Identify and empanel DSAs, DSEs, and Partners (including sub-partners). - Cover 10 regions including HL (Home Loan) and VL (Vehicle Loan). - Focus on 2 verticals: EL (Education Loan) and MSME (Micro, Small, Medium Enterprises). 2. Documentation & Data Management: - Collect and verify individual and company-related documents: - PAN Card - Aadhaar Card - Cancelled cheque - Attested KYC documents - GST Number and Company PAN (for corporate empanelment) 3. Application Handling: - Assist in application uploads and processing. - Ensure Aadhaar-PAN linking is completed for operational approval. 4. Background Verification (BGV): - Coordinate the BGV process. - TAT (Turnaround Time): 3 to 5 working days. - Handle both positive and negative BGV outcomes effectively. 5. Physical & Tele Verification: - Conduct physical verification if required. - Make verification calls post-document and BGV clearance. Requirements: - Bachelor's degree in any field, Minimum 1-2 years of experience in onboarding/empanelment or operations preferred. - Good knowledge of KYC norms and regulatory documentation. - Strong coordination, communication, and follow-up skills. - Proficient in MS Excel and basic data management tools. Desirable Skills: - Experience in NBFC/BFSI sector is an added advantage. - Prior experience working with HL/VL/EL/MSME verticals. Employment Type: Full-Time Salary: As per industry standards.

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UBI Services
UBI Services

Technology Services

Tech City

50-100 Employees

5 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

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