Credit Executive

Key Roles & Responsibilities (KRA)

Credit & Documentation

• Verify customer and case-related documents.
• Maintain proper documentation and records for all cases.
• Coordinate with internal teams and relevant stakeholders for pending documents.
• Support case login, processing, and status tracking.
• Ensure proper data entry and document availability in the required system.

Operations Management

• Handle day-to-day operational activities and coordination.
• Track pending cases and ensure timely follow-up and closure.
• Coordinate with dealers, customers, and internal teams.
• Maintain operational trackers and update case status regularly.
• Support asset/deployment-related operational activities.

MIS & Data Management

• Prepare and maintain daily, weekly, and monthly MIS reports.
• Maintain accurate data in Excel and operational trackers.
• Perform data verification and reconciliation.
• Prepare pending reports, status reports, and management updates.
• Ensure data accuracy and timely reporting.

Follow-up & Coordination

• Regular follow-up with internal teams for pending tasks.
• Coordinate for timely completion of assigned activities.
• Escalate critical pendencies to the reporting manager.
• Support cross-functional teams whenever required.

Required Skills & Qualifications

• Graduate in any discipline.
• 0–2 years of experience in Operations, Credit, MIS, Finance Operations, or similar roles preferred.
• Good knowledge of MS Excel (VLOOKUP/XLOOKUP, Pivot Tables, basic formulas preferred).
• Good communication and coordination skills.
• Strong follow-up and task management ability.
• Attention to detail and ability to work with data.
• Candidates from Gurugram or nearby locations will be preferred.

Key Performance Indicators (KPIs)

• Timely completion of assigned tasks.
• Accuracy of data and MIS reports.
• Timely closure of pending cases.
• Documentation accuracy and completeness.
• Effective follow-up and coordination.
• Adherence to defined TAT and process requirements.

Pay

₹20,000.00 - ₹22,000.00 per month

Benefits

Provident Fund

Work Location

In person