Talent.com
Business Operations Executive

Business Operations Executive

Careerfitgurgaon, haryana, in
2 days ago
Job description

Position Overview

The Business Operations Executive will play a pivotal role in managing and supporting B2B client portfolios

This position requires close coordination between clients, internal teams, and lending partners to ensure smooth business operations, including credit assessments , documentation management , disbursement coordination , and performance reporting .

The ideal candidate will have a solid understanding of financial statements , excellent communication skills, and the ability to handle multiple stakeholders in a dynamic, fast-paced environment.

Key Responsibilities

1. Client & Portfolio Management

  • Manage and maintain relationships with B2B clients.
  • 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.
  • Soft Skills :

  • Excellent verbal and written communication skills.
  • Strong coordination, multitasking, and stakeholder management abilities.
  • Analytical mindset with attention to detail and accuracy.
  • Problem-solving aptitude with a proactive and process-oriented approach.
  • Ability to thrive in a dynamic and evolving work environment.
  • Create a job alert for this search

    Operation Executive • gurgaon, haryana, in

    Related jobs
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojDelhi, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show moreLast updated: 4 days ago
    • Promoted
    Sales Operations Executive

    Sales Operations Executive

    CoatsDelhi, India
    Coats is a world leader in thread manufacturing and structural components for apparel and footwear, as well as an innovative pioneer in performance materials. These critical solutions are used to cr...Show moreLast updated: 28 days ago
    • Promoted
    Senior Operations Executive (Modern Trade)

    Senior Operations Executive (Modern Trade)

    PilgrimDelhi, India
    About Us : Founded in 2019 by IIT-B and IIM-A Alumni, Pilgrim is one of the fastest-growing Beauty & Personal Care brands that offers 250+ SKUs across face care, haircare, skincare, makeup and frag...Show moreLast updated: 4 days ago
    • Promoted
    Operations Executive

    Operations Executive

    SWITRUS HOLIDAYSDelhi, India
    Gather travel details from clients, understand their needs, and design customized itineraries based on budget and preferences. Book flights, hotels, car rentals, and other travel components through ...Show moreLast updated: 17 days ago
    • Promoted
    Operations Executive

    Operations Executive

    Trzy InnovationzDelhi, India
    Job Title : Operations & Costing Executive.Department : Events & Operations.Trzy is a creative marketing and events agency that brings ideas to life through immersive experiences.From corporate event...Show moreLast updated: 7 days ago
    • Promoted
    Business Operations Manager

    Business Operations Manager

    SotbellaNoida, India
    Job Title : Senior Manager – Data & Operations.Location : Noida, Sector 88 (Onsite).Shift Timing : 3 : 30 PM - 12 : 30 AM. We are seeking a Senior Manager (Data & Operations) with a strong background in fa...Show moreLast updated: 7 days ago
    • Promoted
    Operation Executive

    Operation Executive

    Thomas Cook India LimitedDelhi, India
    Operation Executive Location - Mumbai.Responsible for file / tour operations for assigned geography or destination 2.To maintain product cost as per the SOM 3. Work closely with the sales team and c...Show moreLast updated: 7 days ago
    • Promoted
    Operations Executive

    Operations Executive

    HINDCO Consulting ServicesDelhi, IN
    Manage day-to-day operations of the business related to specific task and business function assigned.Collaborating with various teams to facilitate seamless communication and operational alignment....Show moreLast updated: 7 days ago
    • Promoted
    Operations Executive

    Operations Executive

    EDIMBIBE LEARNING PRIVATE LIMITEDDelhi, India
    Job Title : Operations Executive.Location : Rainbow Residency, Indore.Experience : 1–3 years | Type : Full-time.We’re hiring an Operations Executive to manage data, reports, and day-to-day operations.I...Show moreLast updated: 17 days ago
    • Promoted
    Operations Executive

    Operations Executive

    KaroTripDelhi, India
    Job Title : Operations Executive – (Travel / Corporate / MICE).Working Days : 6 Days (Saturday Work-from-Home).The Operations Executive will be responsible for handling all travel-related documentation a...Show moreLast updated: 28 days ago
    • Promoted
    Operations Executive

    Operations Executive

    Woofly.in - Pet Clinic at HomeDelhi, India
    Job Title : Operations Executive.Location : JP Nagar Office, Bangalore.Salary : ₹20,000 – ₹30,000 per month.WooMagic is on a mission to make home services easy, reliable, and affordable! From small re...Show moreLast updated: 7 days ago
    • Promoted
    Operations Executive

    Operations Executive

    KapableDelhi, India, India
    This role sits at the core of Kapable’s growth engine, ensuring seamless lead management, optimized CRM workflows, actionable reporting, and cross-functional alignment. You will be the bridge betwee...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Executive

    Operations Executive

    TruwwDelhi, India
    We are looking for a disciplined and proactive Operations Executive to oversee and drive the daily performance of our onsite teams and vendor partners. The ideal candidate will ensure strong process...Show moreLast updated: 7 days ago
    • Promoted
    Operations Executive

    Operations Executive

    FabBoxDelhi, India
    Looking for a Curious mind to join our startup Fab Box, Mumbai, India.Ideal teammate will be comfortable wearing many hats, do problem-solving. Some of the domains one will have the opportunity to w...Show moreLast updated: 6 days ago
    • Promoted
    Business Operations Associate

    Business Operations Associate

    NxtWavedelhi, delhi, in
    Business Operations Associates (BOAs).In this role, you will play a key part in managing and executing.Training & Placement Officers (TPOs), and internal stakeholders. While the primary focus will b...Show moreLast updated: 20 days ago
    • Promoted
    Executive - Operations

    Executive - Operations

    SmartQDelhi, India
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show moreLast updated: 7 days ago
    • Promoted
    Business Operations Executive

    Business Operations Executive

    CareerfitGurgaon Rural, Haryana, India
    This position requires close coordination between clients, internal teams, and lending partners to ensure smooth business operations, including. The ideal candidate will have a solid understanding o...Show moreLast updated: 2 days ago
    • Promoted
    business developement executive ( Remote )

    business developement executive ( Remote )

    Counsel Indiagurgaon, haryana, in
    Remote
    The candidate for this position will excel at creating and closing new opportunities.By using a consultative approach to selling, this person will use their expertise to identify and qualify leads,...Show moreLast updated: 15 days ago