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.