Assistant Operations Executive

Job Summary:The Operations Support Assistant will manage backend and coordination tasks related to loan operations — including document processing, data entry, file tracking, and team coordination. The role involves both office-based work and occasional field visits as required.

• Key Responsibilities:Handle loan file documentation, verification, and uploading.
• Maintain trackers and update data in Excel/CRM/Google Sheets.
• Coordinate with Sales, Field Staff, and Bank Partners for smooth processing.
• Manage digital documents (scanning, uploading, PDF conversion, zip files, etc.).
• Visit the field for document collection or verification (if required).
• Ensure timely follow-ups and report submission within TAT.

1. Essential Qualities:Well Educated: 12 pass & Graduate or Postgraduate preferred.
2. Tech Friendly:

• Proficient in Excel and basic formulas
• Basic understanding of AI tools (prompt writing, report summarizing)
• Skilled in document handling (scanning, uploading, PDF conversion, zipping)
• Comfortable working with computer systems and online portals

1. Recommended Additional Qualities:Communication Skills:
2. Able to draft professional emails and WhatsApp messages
3. Time Management & TAT Awareness:
4. Completes work within deadlines
5. Capable of handling multiple tasks efficiently
6. Detail Oriented:

• Ensures accuracy while checking documents
• Maintains follow-ups and reminders consistently

1. Confidentiality & Trustworthy:

• Handles sensitive customer data securely

1. Team Coordination:

• Coordinates effectively with bankers or team members in the absence of seniors
• Provides timely updates and reports

1. Learning Attitude:

• Quick learner with a proactive and adaptive mindset

Work Type:Office + Field (as per operational requirements)