Admin cum Back Office Executive

3 weeks ago

Solapur, India Innovative Capital Services Full time

Position Overview

We are seeking a reliable and detail-oriented Admin cum Back Office Executive to manage administrative functions and back-office operations in our Personal Finance Professional Firm. The role involves handling office administration, client documentation, coordination with financial institutions, and providing operational support to advisors/relationship managers.

Key Responsibilities

1. Office Administration

  • Manage day-to-day office activities including correspondence, filing, and record keeping.
  • Handle incoming/outgoing calls, emails, and client inquiries.
  • Maintain office supplies and ensure smooth office operations.

2. Back Office Operations

  • Process client applications related to insurance, mutual funds, SIPs, loans, etc.
  • Ensure accuracy and timely submission of KYC, policy, and investment documents.
  • Maintain and update client data in CRM/Excel/software.
  • Coordinate with banks, AMCs, insurance companies, and other financial institutions.

3. Client & Advisor Support

  • Assist financial advisors/relationship managers in preparing client reports and presentations.
  • Generate MIS reports, investment statements, and policy schedules.
  • Send timely reminders to clients for SIP renewals, premium payments, and policy updates.

4. Compliance & Documentation

  • Ensure adherence to SEBI, IRDAI, RBI and other regulatory guidelines.
  • Safeguard confidential client information and maintain proper documentation.
  • Prepare and maintain agreements, contracts, and compliance reports.

5. Reporting & Assistance

  • Provide daily/weekly reports to management.
  • Assist in financial accounting tasks like expense tracking and petty cash handling.
  • Support in organizing client events, workshops, and training sessions.

Skills & Qualifications

  • Graduate in Commerce/Finance/Management preferred.
  • 13 years of experience in administration/back office (preferably BFSI/financial services).
  • Proficiency in MS Office (Word, Excel, PowerPoint) and financial software.
  • Strong organizational and multitasking abilities.
  • Good communication skills (English, Hindi, Marathi preferred).
  • Integrity, confidentiality, and ability to work independently.

What We Offer

  • Competitive salary package.
  • A collaborative and supportive work environment.
  • Opportunities for professional growth and skill development.

  • Admin cum Back Office Executive

    2 weeks ago

    Solapur, Maharashtra, India Innovative Capital Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Position OverviewWe are seeking a reliable and detail-oriented Admin cum Back Office Executive to manage administrative functions and back-office operations in our Personal Finance Professional Firm. The role involves handling office administration, client documentation, coordination with financial institutions, and providing operational support to...

  • Sales Officer

    2 weeks ago

    Solapur, Maharashtra, India Yashodhan Nagari Sahakari Pathsanstha Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    We are hiring for Sales officer for Solapur, Akkalkot location.Experience: 1+ year in backing product sales.Responsibilities:Sales & MarketingTeam managementMaking marketing strategies for lead generationThanks & Regards,Yashodhan PathsansthaJob Types: Full-time, PermanentPay: ₹15, ₹25,000.00 per monthExperience:banking sales: 1 year (Required)team...

  • Front Office Executive

    3 days ago

    Solapur, India MIT VishwaPrayag University, Solapur Full time

    **Designation**: Front Office Executive **Job Purpose & Role**: To be the first point of contact for all the walk-ins and guiding them to the concerned departments of the University. **Report to** the Registrar of the University. **Role & Responsibilities**: - Keeping front desk tidy and presentable with all necessary material - Greeting the visitors and...

  • Sales Officer

    1 week ago

    Solapur, Maharashtra, India Yashodhan Nagari Sahakari Pathsanstha Full time

    We are hiring for Sales officer for Solapur, Akkalkot location. Experience: 1+ year in backing product sales. **Responsibilities**: 1. Sales & Marketing 2. Team management 3. Making marketing strategies for lead generation Thanks & Regards, Yashodhan Pathsanstha **Job Types**: Full-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per...

  • Senior Executive

    2 weeks ago

    Solapur, Maharashtra, India Bajaj Finserv Lending Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description JOB DESCRIPTION Job Purpose This position is open with Bajaj Finance ltd.Duties and ResponsibilitiesTo achieve collection targets Focus on PL roll back cases & target achievement in PL roll back. Ensuring documented feedback. Ensuring audit queries are complied with. Ensuring adequate Feet on Street availability pool-wise /...

  • Project Officer

    3 weeks ago

    Solapur, India Open Links Foundation Full time

    Job Title: Project OfficerOrganization: Open Links FoundationLocation: Multiple Districts in Maharashtra (75% field travel)Type: Full-time, Contractual (12 months, renewable)Positions: 20+Compensation: INR 3.00 – 3.90 LPA (commensurate with experience)About Us:Open Links Foundation (OLF) is an IT-based non-profit working to make government schools...

  • Executive Assistant to The Vice Chancellor

    3 days ago

    Solapur, India MIT VishwaPrayag University, Solapur Full time

    **Designation**: Executive Assistant to the Vice-Chancellor **Job Purpose & Role**: To provide administrative and secretarial assistance to the Vice - Chancellor**.** **1.** _**Schedule and Meeting Coordination**_ - Manage the VCs Calendar Coordinate, communicate and schedule meetings and venue for the meetings with the consent of the Vice-Chancellor. -...

  • Store Executive

    2 weeks ago

    Solapur, India Lion Services Ltd Full time

    We have requirement A Store Executive for Chandigarh **About Company** Global Excellence Group (GEG) is an Indian conglomerate with domain expertise in facility management solutions for over five decades. Over the years, GEG has diversified its portfolio and expanded into Healthcare, F&B, and IT Solutions. At present, GEG is headquartered in New Delhi with...

  • Training and Placement Officer/ Manager-Corporate Relations

    4 weeks ago

    Solapur, Maharashtra, India edept Full time

    Position: Training Placement Officer/ Career Services Executive/ Placement ExecutiveLocation: Mira Road, MumbaiJob Type: Full-timeExperience Required: 2–6 yearsAbout edept:Empowering students with global opportunities, fostering academic excellence, and building a bridge between industry and academia through our innovative programs, transforming them into...

  • Junior project coordinator – remote internship

    2 weeks ago

    Solapur, India Sapaad Full time

    WHO WE ARESapaad is a global leader in unified commerce platforms, delivering world-class software solutions for the food and beverage industry. Our flagship product, also named Sapaad, has achieved remarkable success over the past decade, empowering thousands of F&B businesses across 40+ countries—with many more coming onboard each day.Driven by a...