🎯 Role Overview: The Operations Executive is responsible for managing and executing the loan disbursement process in line with company policies, regulatory requirements, and turnaround time (TAT) standards. The role ensures ✅ accurate verification of documents, 💻 system entries, 💸 fund transfers, and 🤝 coordination with relevant teams to achieve seamless disbursement while maintaining compliance and customer satisfaction. Key Responsibilities 💰 Loan Disbursement Operations Process loan disbursements. ✅ Verify sanction letters, loan agreements, KYC, and compliance checklists before initiating disbursement. 💻 Ensure accurate system entries in the Loan Management System (LMS) and Core Banking System (CBS). 🤝 Coordinate with Credit, Sales, and Legal departments for pre-disbursement clearance. 💸 Handle electronic fund transfers (NEFT/RTGS/IMPS) or cheque issuance. 📊 Track disbursement status and ensure timely release of funds. Compliance & Audit 🏦 Ensure adherence to RBI/NBFC guidelines and company SOPs for disbursements. 📂 Maintain accurate records of disbursed loans for audit and compliance reviews. 🚨 Identify discrepancies and escalate potential fraud cases immediately. 📑 Support statutory and internal audits by providing required documentation. Customer & Branch Support: 📞 Act as a point of contact for branches and customers regarding disbursement-related queries. 🔎 Resolve discrepancies in coordination with internal teams. 💬 Ensure smooth communication with customers on disbursement status. 📊 Data & Reporting🗓️ Prepare daily, weekly, and monthly reports on disbursements, rejections, and pending cases. 🔄 Reconcile disbursement accounts with Finance and Accounts departments. ⏱️ Track TAT and suggest improvements for process efficiency. Key Skills & Competencies: 📚 Strong knowledge of loan operations, disbursement processes, and compliance requirements. 🖥️ Hands-on experience with Core Banking Systems (CBS), Loan Management Systems (LMS), and MS Excel. 🎯 High attention to detail and accuracy in data entry and documentation. ⏳ Ability to handle multiple cases under strict timelines. 🗣️ Good communication and coordination skills. 🔐 Problem-solving mindset and integrity in handling financial transactions. Qualifications & Experience: 🎓 Graduate/Postgraduate in Commerce, Finance, Banking, or related field. 📅 1–3 years of experience in banking/NBFC loan operations or disbursement role. 🏦 Knowledge of RBI regulations, KYC norms, and lending procedures.
🎯 Role Overview The Front Desk Receptionist will be the first point of contact for visitors, clients, and employees. The role requires: 💁♀️ Maintaining a professional & welcoming front office environment, 📞 Handling calls & client queries (including loan-related), 🗓️ Managing appointments, and 🗂️ Providing administrative support to ensure smooth office operations. Key Responsibilities: 👋 Greet and welcome visitors in a professional and courteous manner. 📞 Answer, screen, and forward incoming phone calls efficiently. 🤝 Handle customer support & client queries (including basic information regarding loans, products, or services) and route them to the concerned department when required. 📋 Ensure timely follow-up and maintain records of customer inquiries. 🪑 Manage the reception area to ensure it is neat, clean, and presentable. Answer, Screen, and Forward incoming Phone Calls. 📨 Handle incoming & outgoing correspondence (letters, couriers, emails, etc.). 🗂️ Provide admin support such as filing, data entry, photocopying, Document Preparation and scanning. 👨👩👧👦 Assist HR/Admin team with attendance management or office supplies. 🔒 Maintain confidentiality of company information and uphold professional conduct. Coordinate with internal departments for smooth communication and visitor management. Handle inquiries and provide information to clients, employee and vendors. 💡 Key Skills & Competencies🗣️ Excellent communication (verbal & written). 😊 Pleasing personality with a professional appearance. 🙌 Strong interpersonal, customer service & client support skills. 💳 Ability to handle loan-related and service-related client queries. 💻 Proficiency in (MS Office, Word, Excel Email, Internet, CRM tools preferred). ⏱️ Good organizational & time management skills with multitasking ability. Qualifications & Experience: 📘 Graduate in any stream . 👩🎓 1–2 years of relevant experience (freshers with good communication skills may also apply). ⭐ Prior experience in receptionist, front desk, or customer/client support roles preferred.