Back Office Executive
3 weeks ago
Job Description
- Establish and maintain a robust data management framework to ensure the accuracy, consistency, and security of operational data.
- Monitor and record critical metrics related to retail operations, including customer acquisition, transaction volumes, compliance adherence, and service turnaround times.
- Collaborate with IT and analytics teams to create dashboards and reporting tools that provide real-time insights into operational performance.
- Prepare detailed periodic reports and presentations for senior management, highlighting key trends, challenges, and opportunities for improvement.
- Leverage data to identify patterns, inefficiencies, and areas of concern, providing actionable insights to leadership for strategic decision-making.
Process Optimization and Automation:
- Identify areas for process improvement and lead initiatives to automate manual workflows.
- Develop and enforce standard operating procedures (SOPs) to enhance efficiency and mitigate operational risks.
- Collaborate with technology teams to integrate and optimize automation tools, CRM systems, and trading platforms.
- Ensure that the back-office systems are streamlined for efficient operations and reporting.
Collaboration with Innovation Teams:
- Work closely with the Sales, Customer Service, and Product teams to implement innovations in trading apps and customer engagement platforms.
- Provide operational insights to support the development of new features and functionalities in the trading ecosystem.
- Support sales initiatives by ensuring operational readiness for campaigns and product launches.
Customer Focus:
- Develop and implement strategies to enhance customer experience across retail operations.
- Collaborate with customer service teams to resolve queries and improve service delivery including account opening.
Requirements
Qualifications and Skills:
Education:
- Bachelor's degree in Finance, Business Administration, or related field (MBA preferred).
Experience:
- 1–3 years of experience in retail broking operations.
- Exposure to process automation, system integrations, and digital transformations.
Skills:
- Strong knowledge of regulatory frameworks governing retail broking (SEBI, NSE, BSE, etc.).
- Proficiency in operational tools, CRM platforms, and trading applications.
- Exceptional data management, reporting, and analytical skills.
- Expertise in creating dashboards and performance monitoring systems.
- Strong communication and collaboration skills to work with cross-functional teams.
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