Business Operations Executive

Location: Mumbai

Experience: 3–5 Years

Employment Type: Full-time

Role Overview

We are looking for a Business Operations Executive to manage and support B2B client portfolios in the electric mobility and green energy domains. The role involves close coordination with clients, internal teams, and lending partners to ensure smooth execution of credit support, documentation, disbursements, onboarding, and reporting processes.

The ideal candidate should be comfortable with financial statements, documentation workflows, and multi-stakeholder coordination in a fast-paced environment.

Key Responsibilities

Client & Portfolio Management

Manage relationships with B2B clients in EV and green energy sectors
Act as the single point of contact for client queries related to financing, documentation, and operations
Ensure timely resolution of client issues and proactive status updates
Facilitate client onboarding on the lending platform and FleetForce product
Guide clients on digital tools, data submission, and reporting formats

Financial Assessment & Documentation

Review and analyze financial statements (balance sheet, income statement, cash flow) to support credit assessments
Prepare and validate financing documentation as per lender guidelines
Coordinate with clients and lenders for document verification and approvals
Oversee documentation required for fund disbursement
Maintain accurate and up-to-date document repositories

Operational Coordination

Liaise with Sales, Credit, Finance, HR, and IT teams for smooth process execution
Coordinate proposal processing, approvals, and servicing workflows
Work with vehicle OEMs, IoT providers, and clients to validate fleet and asset data
Support tech integrations and resolve operational issues
Identify bottlenecks and drive process improvements

Reporting & Data Management

Prepare daily, weekly, and monthly MIS and performance reports
Track KPIs related to servicing, disbursement timelines, and efficiency
Maintain operational databases and dashboards
Ensure high standards of data accuracy and integrity

Qualifications

Bachelor’s degree in Business Administration, Finance, Commerce, or related field
MBA / Postgraduate degree in Finance or Operations preferred

Experience & Skills

3–5 years of experience in business operations, client servicing, or financial documentation
Experience in NBFC, fintech, lending, or green energy sectors preferred
Strong MS Office skills
Working knowledge of credit processes and lending documentation
Exposure to lending platforms is a plus
Strong communication and stakeholder management skills
Analytical, detail-oriented, and process-driven
Ability to multitask and work in a dynamic environment

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Business Operations Executive