Key Responsibilities :1. Client & Portfolio Management :- Manage and maintain relationships with B2B clients in the electric vehicle (EV) and green energy sectors. - 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. (ref:updazz.com)