Office Operations & MIS Executive

Role & responsibilities

Location: Amravati, Maharashtra
Job Type: Full-Time | Work From Office
Industry: NBFC / Financial Services
Experience: Fresher to 3 Years

ROLE PURPOSE

We are looking for a responsible, detail-oriented and technology-friendly person to manage day-to-day office operations, MIS, documentation, data management, internal coordination and administrative activities.

This is a purely office-based role with no field sales responsibility.

The position is suitable for someone looking to build a stable, long-term career in financial services and business operations.

KEY RESPONSIBILITIES

Office Operations

• Manage day-to-day office operational activities.
• Maintain daily work checklist and pending-task tracker.
• Maintain physical and digital files systematically.
• Handle printing, scanning, filing, emails and correspondence.
• Maintain office, visitor and other required registers.
• Coordinate with branches, employees, vendors and management.
• Track important tasks, deadlines and follow-ups.
• Assist management in routine administrative work.
• Maintain confidentiality of company and customer information.

Loan & NBFC Operations Support

• Assist in loan application processing and documentation.
• Check KYC and supporting documents as per prescribed checklist.
• Maintain customer and loan records.
• Update loan/disbursement/collection information in software and Excel.
• Maintain required operational registers.
• Track pending documentation and discrepancies.
• Assist in preparation of operational and compliance data.
• Coordinate with accounts, operations, sales and management teams.
• Follow SOPs and maker-checker processes strictly.

MIS & Data Management

• Prepare Daily / Weekly / Monthly MIS.
• Maintain Excel and Google Sheets accurately.
• Track business pipeline, disbursements, collections and pending cases.
• Prepare management reports and summaries.
• Reconcile data between software, registers, Excel and supporting documents.
• Identify missing, duplicate or incorrect entries.
• Maintain dashboards and trackers.
• Ensure proper data backup and record management.

Accounts Support

• Maintain bills, invoices, vouchers and expense records.
• Assist in basic bank/account reconciliation.
• Check whether required accounting entries have been completed.
• Coordinate with accountant/CA for required information.
• Maintain payment and outstanding trackers.
• Follow up internally for missing bills and supporting documents.

Customer & Business Follow-up

• Make routine follow-up calls where required.
• Maintain follow-up records.
• Update CRM/business pipeline.
• Coordinate with customers/DSAs for pending documents.
• Track leads and pending cases.
• Support the sales team from the office without field sales responsibility.

Office Administration

• Maintain employee attendance and basic administrative records.
• Coordinate office supplies, stationery and vendors.
• Maintain important documents, agreements and renewal reminders.
• Check office opening/closing procedures and security checklist.
• Maintain systematic digital folders and document naming standards.

AI & Automation Preferred

Candidates with practical knowledge of AI tools will be given preference.

Preferred capabilities:

• ChatGPT or similar AI tools
• AI-assisted drafting of emails and letters
• Research and summarisation
• Excel/Google Sheets assistance using AI
• Creating reports and presentations
• Basic workflow automation
• Canva
• Using AI for productivity and repetitive office processes

We are looking for someone who is willing to learn new technology rather than resist it.

Social Media & Digital Skills Preferred

Basic ability to:

• Manage Facebook / Instagram / LinkedIn pages
• Create simple Canva creatives
• Post approved company content
• Maintain social media calendar
• Assist with Meta/Facebook/Instagram advertisements
• Track leads generated through campaigns
• Maintain lead data and basic campaign reports

Digital marketing will be an additional responsibility/advantage, not the core role.

ESSENTIAL SKILLS

• Good MS Excel / Google Sheets knowledge
• MS Word and basic PowerPoint
• Good computer and internet skills
• Accurate data entry
• Basic accounting understanding
• Good written communication
• Functional English, Hindi and Marathi
• Email drafting
• Numerical accuracy
• Documentation skills
• File and record management
• Ability to learn new software
• Strong follow-up ability
• Ability to work with deadlines

Knowledge of formulas, filters, sorting, Pivot Tables, VLOOKUP/XLOOKUP and basic MIS reporting will be an advantage.

PERSONAL QUALITIES

We value attitude and reliability more than impressive qualifications.

Candidate should be:

• Honest and trustworthy
• Highly organised
• Detail-oriented
• Disciplined and punctual
• Comfortable with repetitive process work
• Accountable for mistakes
• Willing to learn
• Stable and interested in long-term employment
• Comfortable taking ownership of pending work
• Able to maintain confidentiality
• Proactive rather than waiting for every instruction
• Comfortable working directly with management
• Able to work independently after training
• Process-oriented and checklist-driven

Preferred candidate profile

The candidate should have:

• Good working knowledge of MS Excel / Google Sheets.
• MS Word and document-formatting ability.
• Professional email-writing ability.
• Comfortable use of computers, scanners, PDFs and cloud-based applications.
• Accurate data-entry skills.
• Basic understanding of accounts and banking transactions.
• Ability to understand numbers and reconcile information.
• Good written and verbal communication in Marathi and Hindi.
• Functional English communication.
• Strong follow-up ability.
• Good documentation habits.
• High attention to detail.
• Ability to work using checklists and SOPs.
• Ability to learn new ERP/CRM/software systems.

Most Important Personal Qualities

We value behaviour and reliability more than an impressive degree.

The candidate should demonstrate:

• Integrity and confidentiality
• Stability
• Ownership
• Accuracy
• Discipline
• Consistency
• Patience with repetitive work
• Strong follow-up mentality
• Respect for processes and hierarchy
• Willingness to learn
• Ability to admit and report mistakes
• Low ego toward routine administrative work
• Ability to complete tasks without repeated reminders
• Long-term career orientation

Educational Qualification

Preferred:
B.Com / BBA / BCA / B.Sc. / BA or equivalent graduate.

Strong preference:
B.Com candidates with good Excel, accounting and computer knowledge.

Candidates with relevant practical experience may be considered even if their academic profile is not exceptional.

Experience

Preferred: 03 years.

Fresh graduates with strong computer skills, maturity and willingness to build a long-term career may apply.

Experience in NBFC, banking, CA office, cooperative bank/society, finance company, insurance, accounting, MIS or back-office operations will be an advantage.

Career Path

This position is intended as a long-term operational career rather than a temporary data-entry role.

A capable employee can progressively move through:

Operations & Administration Executive
Senior Operations Executive
Operations Officer
Assistant Operations Manager
Operations Manager / Central Operations

Growth will depend on performance, accuracy, responsibility, process knowledge and ability to take ownershipnot merely tenure.

The employee will receive exposure to financial-services operations, loan processing, MIS, documentation, accounts coordination, compliance processes and business operations.

What We Expect From a Long-Term Team Member

We are specifically looking for someone who wants to develop expertise and responsibility over several years.

Candidates primarily looking for a temporary job before MBA, competitive examinations, relocation or an immediate career switch should disclose this during the interview.

Performance will be evaluated primarily on:

• Accuracy
• Timeliness
• Pending-task closure
• Documentation quality
• MIS accuracy
• SOP adherence
• Reliability
• Confidentiality
• Attendance and discipline
• Ability to independently manage recurring responsibilities

Location Requirement: Preference will be given to candidates residing in Amravati or having a genuine long-term plan to remain in Amravati.