About Us
Connecting Dots FinServ Private Limited is a dedicated financial services provider specializing in comprehensive lending solutions. We connect clients with the right financial products, maintaining a strong network of partners and connectors to ensure seamless processing for personal, business, and home loans.
Role Overview
We are looking for an organized and detail-oriented Back Office Executive to join our team. The ideal candidate will be responsible for managing end-to-end back-office operations, processing loan files, and acting as a primary point of contact for our network of connectors. This role is critical to ensuring our daily financial operations and partner payouts run smoothly and efficiently.
Key Responsibilities
Loan File Management: Login, process, and track applications for Personal Loans, Business Loans, and Home Loans, ensuring all documentation is accurate and compliant.
Connector Relationship Management: Handle day-to-day telephonic communications with our network of connectors (DSAs/Agents), resolving queries, and providing status updates on logged files.
Data Administration: Maintain and update comprehensive databases of all active connectors, including their contact details, active files, and performance metrics.
Payout Processing: Accurately calculate, track, and process timely payouts and commissions for connectors based on successful loan disbursements.
Account Maintenance: Manage general back-office account maintenance, assist with MIS reporting, and ensure overall data integrity across our internal systems.
Requirements & Qualifications
Experience: Prior experience in back-office operations, preferably within the banking, NBFC, or financial services sector.
Technical Skills: Proficiency in Microsoft Office, particularly Excel, for data management and payout calculations.
Communication: Strong verbal communication skills with a polite and professional telephone etiquette for handling partner inquiries.
Attention to Detail: High level of accuracy in data entry, account maintenance, and financial tracking.
Organization: Ability to multitask, prioritize daily workloads, and work efficiently in a fast-paced environment.