Executive - Business Operations - NBFC (3-8 Yrs) Mumbai (After-Sales/Customer Service)

Key Responsibilities :1. Client & Portfolio Management :- Manage and maintain relationships with B2B clients in the electric vehicle (EV) and green energy sectors.
-Act as the single point of contact for client queries related to financing, documentation, and operational processes.
-Ensure timely resolution of client issues and proactive communication regarding application and disbursement status.
-Facilitate client onboarding on the company s lending platform and Fleet Force product.
-Support clients in understanding digital tools, data submission processes, and reporting formats. 2. Financial Assessment & Documentation :- Review and analyze client financial statements (balance sheet, income statement, cash flow) to support credit assessments.
-Prepare and validate financing documentation in accordance with lender guidelines and checklists.
-Coordinate with clients and lending institutions for document verification, submission, and approval processes.
-Oversee documentation required for fund disbursement from lenders to clients.
-Maintain an accurate and up-to-date repository of all client and lender documents. 3. Operational Coordination & Cross-Functional Collaboration - Liaise with internal departments-Sales, Credit, Finance, HR, and IT-to ensure end-to-end process efficiency.
-Coordinate across teams for proposal processing, approvals, and client servicing.
-Collaborate with Vehicle OEMs, IoT providers, and clients to collect and validate data related to fleet performance and asset tracking.
-Work with the tech team to facilitate data integration and resolve any technical issues impacting operations.
-Identify operational bottlenecks, propose process improvements, and ensure timely escalation and resolution of issues. 4. Reporting & Data Management :- Prepare and publish daily, weekly, and monthly business performance reports (MIS) for management review.
-Track and analyze key performance indicators (KPIs) related to client servicing, disbursement timelines, and operational efficiency.
-Maintain comprehensive operational databases and dashboards for accurate business insights.
-Ensure high standards of data integrity, accuracy, and completeness in all business records. Qualifications & Skills :Education: - Bachelor s degree in Business Administration, Finance, Commerce, or a related field.
-MBA or Postgraduate degree in Finance / Operations Management preferred. Experience: 3-5 years of relevant experience in business operations, client servicing, or financial documentation, preferably in the NBFC, fintech, or green energy sector. Technical Skills: - Strong proficiency in MS office.
-Working knowledge of financial documentation, credit processes, and lending systems.
-Exposure to lending platforms is an added advantage. (ref:updazz.com)

Payroll Type : Permanent