Operations Executive

Operations Executive

Experience: 0–2 years |

Team: Operations Team

Job Description Operations Executive is responsible for managing day-to-day operations, ensuring smooth workflows, and improving processes for enhanced efficiency. They act as a bridge between various teams, including sales, customer service, and finance, to ensure operational excellence and compliance with company policies. This role requires strong analytical, problem-solving, and organizational skills to support the company’s objectives and deliver exceptional service to clients. Key Responsibilities • Manage day-to-day deal and investment operations • Coordinate with Sales/RMs, Business, Tech & Marketing teams • Ensure updated deal dockets, trackers and operational MIS • Analyse investor, investment and deal-level data • Work extensively on Excel / Google Sheets • Use basic SQL for data extraction and analysis • Support investor-related processes including payouts, reinvestments and settlements • Coordinate with internal teams for documents and pending requirements • Identify operational gaps and drive issues to closure • Support new features/process launches and testing • Identify opportunities for process improvement and automation

Requirements • 0–2 years of experience in Operations / FinTech / Financial Services / Sales Operations • Strong Excel/Google Sheets skills • Good analytical and problem-solving ability • Strong attention to detail • Good communication and stakeholder-management skills • Ability to manage multiple tasks and follow through independently • Interest in financial/investment products is a plus

Internship duration - 3 months

Conversion to a full-time position after the internship will be based on performance. 

Business Operations Executive

Location: Mumbai  •  Experience: 0–2 Years  

▌ ABOUT BXI WORLD

At BXI (Barter Exchange of India), we have reinvented the age-old concept of bartering for the modern Indian enterprise. We empower businesses to let their goods and services work for them — transforming inventory into a powerful engine for growth. Our digital marketplace connects businesses across multiple categories, creating a vibrant B2B community where organizations exchange products and services through the BXI ecosystem.

▌ ABOUT THE ROLE

We are looking for a proactive, adaptable, and people-oriented Business Operations Executive to support our growing Business Operations team. You will work closely with clients, vendors, and internal teams to coordinate day-to-day operations, resolve queries, manage follow-ups, maintain documentation, and ensure tasks move smoothly from requirement to closure. This is a high-ownership role for someone who enjoys learning, taking initiative, and being hands-on in a fast-paced startup environment.

▌ KEY SKILLS

 Client & Vendor Coordination  |   Business Communication  |   Operations & Follow-up  |   MS Office / Excel  |   MIS & Documentation  |   Problem Solving  |   Task Management  |   Process Coordination 

▌ WHAT YOU'LL DO

•    Support the Business Operations team in managing day-to-day operational requirements and ensuring timely task closure

•    Coordinate with clients, vendors, and internal stakeholders to address queries and keep processes moving smoothly

•    Manage order, inventory, delivery, and other operational follow-ups across multiple requirements

•    Maintain accurate documentation, MIS reports, trackers, and operational records using MS Office / Excel / Google Sheets

•    Track timelines, identify gaps or delays, and proactively follow up or escalate issues before they impact delivery

•    Support client and vendor meetings, operational discussions, and on-ground activities whenever required

•    Work closely with different teams to solve operational issues and improve the overall execution process

▌ WHAT WE'RE LOOKING FOR

•    Graduate in Management, Marketing, Mass Media, Technology Management, or a related discipline

•    0–2 years of experience; freshers with strong communication, internship, or relevant corporate exposure are welcome

•    Excellent verbal and written communication skills with confidence in client and vendor interactions

•    Strong working knowledge of MS Office, Excel / Google Sheets, and basic MIS reporting

•    Proactive, go-getter attitude with the ability to take ownership instead of waiting for instructions

•    Comfortable working in a fast-paced, high-pressure startup environment with tight timelines and changing priorities

•    Strong coordination, follow-up, problem-solving, and attention-to-detail skills

•    Flexible and versatile — willing to attend meetings, support on-ground operational activities, and take on varied responsibilities when required

•    Exposure to B2B marketing or startup environments is a plus

• Coordinate daily operational activities and ensure smooth workflow.
• Track tasks, deadlines, and follow-ups.
• Maintain records, trackers, and process documentation.
• Coordinate with internal teams to ensure timely completion of tasks.
• Identify pending tasks and escalate issues when required.

How you will work

You own the execution on your brands. Nobody will chase you for status, and nobody will hand you a process for a situation you have not seen before. You build it, write it down, and the next brand goes live faster because of it.

Expect the first few fortnights to be manual. Trackers maintained by hand, follow-ups by phone, reports rebuilt every week. What we want you doing alongside that is noticing which of it should never be manual again: the same status update, the same device reconciliation, the same weekly report.

You will be encouraged to automate those yourself with the AI and workflow tools available to you, rather than waiting on an engineering sprint. You will not be doing this alone. Sales, Product, Engineering, AI and Logistics teams sit around you and will build what you ask for. What nobody will do is tell you what to ask for.

What you will do

• Run brand and store onboarding. Work with the client's point of contact to collect store, employee and device details. Plan the go-live, run the store training, track timelines, and keep the implementation tracker honest.
• Own devices and logistics. Allocation, mapping, dispatch, delivery, replacement and recovery. Keep accurate records of active, faulty, spare and returned devices, and stay on top of couriers and vendors until things actually arrive.
• Watch the daily operations.- Monitor recordings and data uploads, track store and salesperson activity, and spot the gap before the client does. Handle escalations, and follow up internally until the issue is actually closed rather than acknowledged.
• Report accurately. -Daily and weekly operational reports on adherence, recordings, store activity and device health. This is heavy Excel and Sheets work: pivot tables, lookups, QUERY, FILTER. The numbers have to be right, because people make decisions on them.
• Coordinate with clients. -Be the operational contact for the brand's teams. Share updates, understand what they are asking for, and make sure every commitment you make is one that gets delivered.
• Coordinate the team.- Allocate tasks across the operations and implementation team, track completion, run regular reviews, and help new joiners get up to speed on how things are done.
• Improve and automate the process. -Write the SOPs and checklists, kill the repetitive manual work, and make each implementation cleaner than the last.

What we are looking for

1. Must have 3 to 5 years in operations, implementation, project coordination or customer success operations
2. A logistics or e-commerce background is the closest match to what this job actually asks for, and is what we would prefer
3. Strong Excel and Google Sheets. Formulas, pivot tables, VLOOKUP or XLOOKUP, QUERY and FILTER should be things you use, not things you have heard of
4. Relentless follow-up. Most of this job is making sure something that was promised actually happened
5. Good communication and the confidence to handle a client escalation without needing somebody senior on the call
6. Fluent English and Hindi. A third Indian language counts for a lot, since you will be talking to store teams and not only to HQ
7. Ownership. You should be the person others stop following up with, because you have already closed it

Good to have

• Basic SQL, or experience writing report requirements for a technical team
• Used LLMs for daily tasks, both professional and personal
• Exposure to SaaS, AI or a startup environment, and to hardware deployed in the field
• Experience coordinating a small team, or running several clients and projects at once

Job Description – Senior KYC Operations Executive

Role Overview

We are looking for a Senior KYC Operations Executive to manage Individual and

Non-Individual KYC cases and ensure timely completion of KYC requirements. The role will

involve handling new, pending and partial KYC cases, resolving customer issues and

coordinating with internal teams for case closure.

Key Responsibilities

● Manage and process Individual and Non-Individual KYC cases.

● Handle partial KYC cases and follow up on pending requirements to convert them

into completed KYC.

● Verify KYC documents and identify missing, incorrect or incomplete information.

● Handle HUF, Corporate, LLP, Partnership and other Non-Individual KYC cases.

● Monitor KRA/NSE status, KYC approvals, rejections and modifications.

● Follow up with customers through calls, email and chat for pending KYC

requirements.

● Resolve customer KYC-related issues and queries within the required TAT.

● Coordinate with internal teams such as Compliance and Customer Support for issue

resolution.

● Update customer and KYC status accurately in the relevant systems.

● Track pending cases and ensure timely closure.

● Handle escalations and complex KYC cases.

● Conduct basic quality checks to ensure KYC documents and processes are accurate.

● Prepare and maintain daily/weekly KYC reports.

● Support the team in improving KYC processes and reducing pending and incomplete cases.

Skills Required

● Good understanding of Individual and Non-Individual KYC.

● Experience handling partial and pending KYC cases.

● Document verification and attention to detail.

● Strong customer handling and problem-solving skills.

● Communication and follow-up skills.

● Ability to manage multiple cases and meet TAT/SLA.

Experience

3–5 years of experience in KYC Operations.

A Sales Executive is responsible for identifying potential customers, generating leads, promoting products or services, achieving sales targets of Home loan and Loan against property, maintaining client relationships, negotiating deals, and ensuring customer satisfaction. The role also involves market research, follow-ups, and preparing sales reports to support business growth.

Job Title: MIS Operations Executive

Location: Mumbai, Maharashtra

Industry: Insurance

Experience Required: 1 -5 Years

Job Summary:

We are seeking a detail-oriented and analytical MIS Operations Executive to support data management, reporting, and operational efficiency within our insurance business. The ideal candidate will be responsible for generating accurate reports, maintaining databases, and assisting in decision-making through data insights.

Key Responsibilities:

• Prepare daily, weekly, and monthly MIS reports related to sales, operations, and performance metrics
• Collect, analyze, and validate data from multiple sources to ensure accuracy and consistency
• Maintain and update databases, dashboards, and reporting systems
• Support business teams with ad hoc data requests and analysis
• Identify trends, discrepancies, and areas for improvement in operational processes
• Ensure timely submission of reports to management
• Coordinate with cross-functional teams (sales, underwriting, claims) for data requirements
• Assist in automation of reports using Excel or MIS tools

Key Skills Required:

• Strong proficiency in MS Excel (Pivot Tables, VLOOKUP, formulas)
• Basic knowledge of MIS reporting and data analysis
• Good analytical and problem-solving skills
• Attention to detail and accuracy
• Ability to manage deadlines and multitask
• Good communication and coordination skills

Preferred Qualifications:

• Bachelor’s degree in Commerce, Business Administration, or related field
• Familiarity with insurance processes (policies, claims, underwriting) is a plus
• Knowledge of tools like Power BI, SQL, or advanced Excel will be an advantage

Salary: As per industry standards

Working Hours: Full-time

Career Growth: Opportunity to grow into senior MIS roles, data analytics, or operations management within the insurance domain

Run ops directly with the founders of a fast-growing search agency: AP, payroll, client invoice chasing, onboarding, and automating everything with Claude or Codex. Full job description and apply here (a 3-minute Loom is required): tinyurl[dot]com/dl-founders-associate

Job Description – Tele Sales Executive

Company: Parkers Consulting & Ventures Pvt. Ltd.

Location: Mumbai

Experience: 2–5 Years

Industry: BFSI (Banking, Financial Services & Insurance)

Job Summary

We are looking for an experienced Telemarketing Executive with 2–3 years of experience in the BFSI sector to coordinate with channel partners, banks, and NBFCs, ensuring smooth communication and timely loan status updates.

Key Responsibilities

• Coordinate with channel partners across PAN India.
• Follow up regularly with banks and NBFCs for loan status updates.
• Ensure smooth coordination between clients, channel partners, and internal teams.
• Maintain effective communication and support day-to-day operational activities.

Requirements

• 2–5 years of relevant experience in the BFSI sector.
• Strong communication and follow-up skills.
• Good coordination and interpersonal abilities.
• Ability to manage multiple stakeholders efficiently.

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams