Finseich Technology Private Limited

Operations Associate

Posted 24 Days Ago

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Gurugram, Haryana, IND

In-Office

Entry level

Fintech • Financial Services

The Role

Processes loan files from application through sanction and disbursement, verifies documentation, coordinates with customers and lending partners, maintains CRM and operational records, prepares reports, and manages follow-ups. Supports administrative tasks, vendor and channel partner onboarding, KRA tracking, operational planning, query resolution, and process improvement while helping the team achieve business targets.

Summary Generated by Built In

Handle end-to-end loan file processing and documentation.

Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.

Verify customer documents before submission to lending partners.

Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.

Maintain accurate records in CRM, MIS, and Google Sheets.

Track loan applications from login to sanction and disbursement.

Prepare daily operational reports and maintain business records.

Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.

Assist management in operational planning and process improvement.

Ensure timely resolution of operational queries and support the team in achieving business targets.

Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.

Requirements

Graduate in any discipline.
0–3 years of experience in banking, NBFC, finance, operations, or customer support.
Proficiency in MS Excel, Google Sheets, and CRM software.
Good communication, coordination, and follow-up skills.

Benefits

Performance-based incentives and commission structure
Competitive salary based on experience and performance
Flexible work hours and remote work options
Comprehensive training and career development programs
Employee referral program
Paid leave and holidays as per company policy
Opportunity for growth within a scalable financial services organization

Skills Required

Graduate in any discipline
0-3 years of experience in banking, NBFC, finance, operations, or customer support
Proficiency in MS Excel, Google Sheets, and CRM software
Good communication, coordination, and follow-up skills

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The Company

14 Employees

Year Founded: 2026

What We Do

Finseich is an Indian financial-services company that helps schools, SMEs, warehouses, hospitals, vendors, and other businesses access sensible, structured capital. It works with clients to understand their operations and design practical financing facilities, including school infrastructure loans, SME working-capital finance, corporate term and growth loans, vendor and invoice financing, and receivables-backed solutions, while supporting loan enablement and financial advisory for growing institutions and enterprises.