Why Work With Us

Prateek Finserve is a hands-on financial services firm — not a call-centre script factory. You will see real loan and insurance files move from login to disbursement or policy issuance, and learn how banking partners actually work.

  • Structured training on loan & insurance operations
  • Exposure to multiple banks, NBFCs & insurers
  • Performance incentives on top of fixed pay
  • Office at Sharma Complex, Shakarpur — in-person team

Current Openings

Two positions available. Click apply to share your details — our team responds within 2 business days.

Operations

Backend Operations Executive

Shakarpur, East Delhi · Full-time · Fresher to 1 yr

Open

Handle loan and insurance files end to end — from login and documentation to disbursement and policy processing. Strong Excel and system skills are essential.

Requirements

  • Minimum 12th pass (graduate preferred)
  • Fresher to 1 year experience
  • Strong MS Excel skills (main requirement)
  • Basic system / computer knowledge
  • Comfortable with customer calling
  • Neat, accurate data handling

Key Responsibilities

  • Loan & insurance file processing
  • Operations from login to disbursement
  • Document collection, verification & follow-ups
  • Coordination with banks, NBFCs & insurers
  • Maintaining trackers and customer records in Excel
Performance incentives included — over and above fixed compensation
Sales

Sales Executive

Delhi NCR · Full-time · Fresher welcome

Open

Generate and manage loan & insurance business through calling, field visits, customer relationships, and channel partner coordination.

Requirements

  • Minimum 12th pass
  • Fresher candidates welcome
  • Working knowledge of Excel & computer
  • Confident on phone calling
  • Willingness for field visits across Delhi NCR
  • Good communication & interpersonal skills

Key Responsibilities

  • Customer calling & lead follow-up
  • Field visits for client meetings & document pickup
  • Building & maintaining customer relationships
  • Channel partner relationship & coordination
  • Meeting sales targets for loans & insurance products
Performance incentives included — attractive commission on conversions

How to Apply

Send your resume with the role name in the subject line, or fill the contact form and mention the position you are applying for.

  • 1 Choose a role above and click Apply
  • 2 Share name, phone, experience & resume
  • 3 Our team will call you within 2 business days

Reach HR

Office
Sharma Complex, Shakarpur,
East Delhi 110092
General Enquiry Form