Operations Executive - Scheduler

About the Company

The client is a venture-backed fintech startup focused on transforming how households in India save, invest, and obtain credit by leveraging gold as a trusted asset. Their mission is to empower millions to unlock asset value, providing financial independence through cutting-edge solutions. This is a high-growth environment offering impactful learning and wealth-building opportunities.

Role Overview

The Scheduler (Operations Executive) will be responsible for managing the scheduling of customer meetings and loan appointments for the field sales team. This role demands coordination among field executives, customers, and internal staff to optimize daily schedules and ensure efficient field operations.

Key Responsibilities

• Plan and arrange appointments for customers with field sales personnel concerning loans.
• Collaborate with field staff to organize their daily visit schedules.
• Communicate with customers to verify availability and confirm meeting details and timings.
• Track appointment status by following up with field staff on visits conducted.
• Reschedule meetings when necessary, based on changing availabilities.
• Maintain comprehensive records of all scheduled, completed, cancelled, and rescheduled appointments.
• Work alongside various internal teams to guarantee smooth execution of customer visits and loan activities.
• Proactively follow up on pending appointments to aid in maximizing customer conversions and team productivity.

Candidate Requirements

• 1 to 3 years of experience in sales coordination, operations, telecalling, customer service, or related functions.
• Fluency in both spoken and written English and Tamil.
• Strong organizational skills with effective follow-up capabilities.
• Ability to efficiently coordinate with field sales teams.
• Basic proficiency in MS Excel or Google Sheets along with other office productivity tools.
• Capability to handle multiple appointments and prioritize tasks effectively.

Additional Information

Location: Gurugram, Delhi-NCR
Education Qualification: Any Graduate
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