Operations Executive

Key Responsibilities

• Support the Sales and Credit teams in completing customer documentation.
• Ensure timely submission of collected documents to the branch.
• Follow up with customers for pending documents and operational requirements.
• Assist in loan disbursement-related field activities.
• Maintain daily field visit reports and customer follow-up records.
• Coordinate with Branch Manager, Sales, Credit, and Operations teams.
• Ensure compliance with company policies and operational procedures.
• Handle customer queries professionally during field visits.
• Achieve assigned daily/weekly field activity targets.

Required Skills

• Good communication and customer-handling skills.
• Willingness to travel within the assigned area.
• Basic knowledge of smartphones and MS Office.
• Good documentation and verification skills.
• Ability to work independently in the field.
• Good follow-up and coordination skills.
• Target-oriented approach.