Operation Executive

Job Description:

We are looking for a proactive and detail-oriented Operations Executive to join our team. The ideal candidate will be responsible for coordinating with bank personnel, generating leads for financial products (loan, insurance, etc.), resolving customer queries, and ensuring smooth operational execution.

Roles and Responsibilities:

• Generate and manage leads related to loan disbursement, insurance policies, and retail financing.
• Coordinate with internal teams and external stakeholders to ensure accurate documentation and smooth process flow.
• Resolve customer/vendor queries related to loan status, documentation, or claim settlements in a timely and efficient manner.
• Maintain and update records in Excel and internal databases with a high degree of accuracy.
• Negotiate effectively with external partners and clients to secure favorable terms.
• Monitor loan/insurance application progress and follow up with stakeholders as needed.
• Prepare daily/weekly reports using MS Excel to track performance, leads, and closures.
• Ensure compliance with relevant regulations and company policies.

Key Skills Required:

• Strong interpersonal and negotiation skills
• Good written and verbal communication skills in Hindi and English
• Proficiency in MS Excel (formulas, sorting, filtering, reporting)
• Ability to multitask and handle field-level operations efficiently

Knowledge or experience in financial services or dairy/agri industry is an added advantage

Job Types: Full-time, Permanent, Fresher

Pay: ₹23,000.00 - ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Schedule:

• Day shift

Work Location: In person