Scheduler (Operations Executive)

Location: Gurugram, Haryana
Experience: 1–3 Years
Language Requirements: Fluent in English and Tamil

About Our Client

Our client is a venture-backed financial technology company transforming how people across India save, invest, and access credit through gold. With a mission to help households unlock the value of their assets, the company develops innovative financial solutions that promote financial independence and security.

Join a fast-growing, mission-driven organization offering opportunities to learn, contribute, and grow professionally.

About the Role

We are looking for an organized and proactive Scheduler (Operations Executive) to coordinate customer meetings and loan-related appointments for the field sales team.

The ideal candidate will have experience in sales coordination, sales operations, telecalling, customer service, or a similar role. The candidate will be responsible for scheduling appointments, coordinating with field executives, confirming customer availability, managing follow-ups, and maintaining accurate appointment records to improve team productivity and customer experience.

Key Responsibilities

• Schedule and coordinate customer meetings and loan-related appointments for field sales executives.
• Coordinate daily customer visits with field staff to ensure efficient planning and utilization of field resources.
• Contact customers to confirm availability, appointment timings, meeting locations, and other relevant details.
• Follow up with field executives to track scheduled visits and update appointment statuses.
• Reschedule appointments based on customer or field staff availability.
• Maintain accurate records of scheduled, completed, cancelled, and rescheduled appointments.
• Coordinate with internal teams to ensure smooth execution of customer visits and loan-related activities.
• Follow up on pending appointments and help improve customer conversion and sales-team productivity.
• Identify scheduling conflicts and resolve coordination issues promptly.
• Prepare and maintain appointment trackers, reports, and records using MS Excel, Google Sheets, or other office tools.

Required Skills and Qualifications

• Graduate in any discipline.
• 1–3 years of experience in sales coordination, sales operations, telecalling, customer service, appointment scheduling, or a similar role.
• Fluency in both English and Tamil, including verbal and written communication as required for the role.
• Strong communication, coordination, and follow-up skills.
• Ability to coordinate effectively with field sales executives and customers.
• Basic knowledge of MS Excel, Google Sheets, and other office productivity tools.
• Strong organizational skills and the ability to manage multiple appointments and competing priorities.
• Attention to detail and accuracy in maintaining records and updating appointment statuses.
• Ability to work in a fast-paced, target-oriented environment.

Preferred Candidate Profile

Candidates with experience in fintech, banking, NBFCs, loan operations, financial services, field sales support, or customer appointment management will be preferred.

Candidates should be proactive, detail-oriented, and comfortable communicating with customers and field teams to ensure timely appointment execution.

Pay: ₹500,000.00 per year

Education:

• Bachelor's (Preferred)

Work Location: In person