Business Operations Executive

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.