Associate – Finance Operations (Balance & Documents Collection)

Round 1: Aptitude Test → Round 2: Functional/Technical Interview → Round 3: HR Interview

upGrad promotes a collaborative and growth‑focused culture where learning is embedded in daily work. Employees benefit from regular skill‑upgradation programs, flexible work hours, and a supportive environment that encourages innovation. The company emphasizes work‑life balance through wellness initiatives and transparent performance reviews.

The typical upGrad interview experience consists of an online aptitude test followed by a functional interview focused on finance operations, documentation handling, and scenario‑based questions. The final HR round assesses cultural fit, communication skills, and career aspirations. Overall difficulty is moderate; preparation should focus on quantitative aptitude, Excel basics, and clear articulation of past experiences.

Graduate in any discipline with a minimum of 60% aggregate (or equivalent CGPA). No specific branch restriction. Freshers and candidates with up to 3 years of relevant experience are eligible. Must have cleared all backlogs; no active backlogs at the time of joining. Candidates should be able to join immediately or within a month of offer.

upGrad is a leading online higher‑education platform that partners with top universities and industry experts to deliver industry‑relevant programs. Founded in 2015, the company has rapidly expanded its footprint across India and several international markets, offering degrees, diplomas, and professional certificates in technology, management, and data science. With a mission to democratise education, upGrad blends rigorous academic curricula with real‑world projects, mentorship, and career services, helping learners up‑skill and transition into high‑growth roles. The Finance Operations team plays a pivotal role in ensuring a smooth financial journey for learners, from enrollment to course completion. As an Associate – Finance Operations (Balance & Documents Collection), you will be the primary point of contact for learners who have pending balance payments or missing documentation. Your day‑to‑day activities will involve proactive outreach, verification of financial and academic records, and coordination with internal stakeholders to resolve queries promptly. This role is ideal for recent graduates with strong communication skills, attention to detail, and a passion for delivering excellent customer experiences. Key responsibilities include: 1. Connect with learners via phone, email, or chat to follow up on pending balance payments. 2. Collect, validate, and archive financial documents such as fee receipts, bank statements, and scholarship letters. 3. Verify academic documents like transcripts, degree certificates, and identity proofs. 4. Update learner records in the CRM and finance management systems with accurate case details. 5. Ensure timely closure of pending cases while maintaining high‑quality interactions. 6. Coordinate with the admissions, finance, and student success teams to resolve learner queries efficiently. 7. Meet daily productivity targets related to outreach volume, document collection rate, and case resolution time. 8. Maintain compliance with data‑privacy policies and internal audit standards. 9. Provide periodic reports on pending balances and document collection metrics to senior management. 10. Suggest process improvements based on learner feedback and operational bottlenecks. The tech stack for this role primarily includes MS Office (Excel, Word, PowerPoint), Google Workspace, and upGrad’s proprietary CRM and finance platforms. Familiarity with basic data‑entry tools and the ability to quickly learn new software are essential. Over time, high‑performing associates can progress to senior finance analyst roles, team lead positions, or specialized finance functions such as revenue operations or compliance. Why join upGrad? The company offers a vibrant, learning‑centric environment where employees are encouraged to upskill through internal courses and certifications. With a transparent performance‑driven culture, you will have access to mentorship, cross‑functional projects, and clear growth pathways. The on‑site Bengaluru office provides a collaborative workspace, modern amenities, and a diverse team of professionals dedicated to reshaping education. If you are eager to start your career in finance operations while contributing to a mission‑driven organization, this role offers the perfect launchpad.