Operations executive

Job Description – Operations Executive

Company: Probiz Management Services Pvt Ltd (Probiz Finance)

Location: Indore, Madhya Pradesh

Department: Operations

Summary: Executive will be the first point of contact for loan inquiries, guiding customers through product understanding, CIBIL checks, documentation, and the end-to-end file processing cycle — ensuring accuracy, timely follow-ups, and smooth coordination between customers and the internal team. 

Key Responsibilities: 

Customer Inquiry Handling Manage incoming loan inquiries and explain relevant loan products to customers as per their requirement 

CIBIL Check Fetch customer CIBIL via scanner/portal and collect the Rs. 99 CIBIL payment as per process 

Documentation Collect, verify, and complete all required loan file documents from the customer 

System Upload Upload verified documents into the E-files system and the company website panel accurately and on time 

Case Sheet Coordination Prepare and share the case sheet with the reporting team for further processing 

Payment Follow-up Follow up with customers for login fees and other related payments until collection is complete 

Lead Management Connect with all incoming leads promptly, ensuring no lead is missed or delayed 

Data Management Maintain and update all customer/case data accurately in tracking sheets (Excel/Google Sheets) 

Required Skills:

● Good communication skills (Hindi & English)

● Basic computer proficiency (MS Excel, Google Sheets, Email) 

● Comfortable with CIBIL portals and document scanning tools

● Strong follow-up discipline and attention to detail

● Ability to multitask and manage data across multiple customer files 

Qualification & Experience:

● Graduate (any stream); finance/banking background preferred

● 0–2 years of experience; freshers with good communication can also apply 

Key Performance Indicators (KPIs):

● Turnaround time on lead connection

● Document accuracy and upload timeliness

● CIBIL/login fee collection rate

● Data sheet accuracy and update frequency