Business Execution Associate, CA

Key Responsibilities

• Build and maintain strong relationships with DSAs, ensure regular engagement, resolve operational issues, and support consistent business sourcing and conversion.
• Monitor loan applications from login to sanction and disbursement, ensuring timely follow-ups, clear ownership, and closure of pending cases.
• Track turnaround time (TAT) at every stage of the loan lifecycle, identify bottlenecks, drive timely resolution, and improve overall processing efficiency.
• Prepare and analyse business MIS covering sourcing, sanctions, disbursements, conversion ratios, pipeline ageing, DSA productivity, and business performance.
• Coordinate with credit, legal, technical, operations, sales, and DSAs to resolve issues, expedite case processing, and ensure timely disbursements.
• Maintain a real-time view of active, pending, and delayed cases, proactively escalate bottlenecks, and ensure every case has a clear next action and closure timeline.
• Analyse business trends, identify conversion gaps, evaluate DSA-wise productivity, and generate actionable insights to support business decisions.
• Work closely with the Business Head on business reviews, action tracking, reporting automation, and process improvements, ensuring strong execution discipline and timely completion of priorities.

Requirements & Tech Stack

• CA Fresher
• Strong understanding of business operations and loan lifecycle.
• Ability to analyze data and generate insights.
• Excellent coordination and stakeholder management skills.
• Proficient in MIS and reporting.