Office Executive

Perfect Solutions; Pune District; On-site; INR 167,000 - 246,000; Full time

Benefits offered by this job

Performance-based bonus

Career growth

Finance startup

Job summary

Perfect Solutions, a growing financial services startup, seeks an office executive - back office and data entry operator to support day-to-day office and customer operations in Pune. Duties include data entry and Excel tasks, maintaining loan and customer records, collecting documents, following up with customers, and coordinating with internal teams, banks, and NBFCs to ensure smooth processing.

Fresh graduates may apply; a Bachelor's degree or BBA is preferred.

Qualifications

• Bachelor's degree / BBA or equivalent required.
• Freshers can apply.
• Experience in loan processing, banking, finance, insurance, NBFC or financial services preferred.
• Handling customer documentation files will be an advantage.
• Good communication and professional attitude required.

Responsibilities

• Perform daily data entry and Excel related work.
• Maintain and update customer and loan related records.
• Collect and organize documents from customers.
• Gather required information and follow up with customers for pending documents.
• Handle customer queries and provide basic information; maintain and organize customer files and documentation.
• Coordinate with internal teams, Bank/NBFCs and customers when required.
• Track application file status and update records regularly; ensure accuracy and timely completion of assigned tasks.

Skills

Data entry

Excel

Customer service

Communication

Education

Bachelor's degree / BBA or equivalent

Job description

Role & responsibilities

Office executive - back office and data entry

Perfect solutions is a growing financial services startup focused on providing financial distribution and advisory solutions to individuals businesses and builders we are looking for an office executive - back office and data entry operator to support our day to day office and customer operations

Key responsibilities :

• Perform daily data entry and Excel related work
• Maintain and update customer and loan related records
• Collect and organize documents from customers
• Gather required information and follow up with customers for pending documents
• Handle customer queries and provide basic information maintain and organize customer files and documentation
• Co-ordinate with internal teams, Bank/NBFCs and customer when required
• Track application file status and update records regularly ensure accuracy and timely completion of assigned task

Preferred candidate profile

• Any Graduate Bachelor's degree / BBA or equivalent qualification
• Freshers can apply
• Candidates with experience in Loan processing, Banking finance, Insurance, NBFC, or Financial services will be preferred
• Candidates with prior experience
• Handling customer documentation files will be an advantage
• Good communication and professional attitude

Perks and benefits

• Performance-based bonus/incentives
• Opportunity for rapid career growth
• Opportunity to work in the rapidly growing finance industry with a fast-growing startup.