Operations Executive

Dhanalakshmi Hire Purchase & Leasing; Kerala; On-site; INR 334,800 - 558,000; Full time

Job summary

Dhanalakshmi Hire Purchase & Leasing in Kerala is seeking a professional for data management and documentation tasks. The role involves maintaining customer data in Excel and ensuring compliance with regulatory requirements.

The successful candidate will generate Customer IDs, validate documentation, and coordinate with sales and compliance teams. Attention to detail and proficiency in Excel are crucial for supporting the onboarding of new customers and preparing audit reports.

Qualifications

• Proficiency in Excel for data management.
• Understanding of compliance regulations related to customer documentation.

Responsibilities

• Prepare and maintain deposit customer data in Excel.
• Calculate and update incentive and interest structures based on company policy.
• Generate and manage Customer IDs in the system accurately.
• Cross-check and validate customer documentation for compliance.
• Coordinate with teams to resolve discrepancies or missing documents.
• Ensure smooth onboarding of new deposit customers.
• Liaise with teams for operational requirements.
• Support in preparing reports for audits and reviews.

Job description

Data Management

• Prepare and maintain deposit customer data in Excel.
• Calculate and update incentive and interest structures based on company policy.
• Generate and manage Customer IDs in the system accurately.

Documentation & Verification

• Cross-check and validate customer documentation for compliance with regulatory and internal requirements.
• Coordinate with internal teams to resolve discrepancies or missing documents.
• Ensure smooth onboarding of new deposit customers.
• Liaise with sales and compliance teams for operational requirements.
• Support in preparing reports for audits and internalreviews.