Back Office Executive
7 days ago
**Key Responsibilities**:
- **Back Office Management**:
- Open client accounts, ensuring all necessary documentation is accurately completed.
- Provide timely and accurate reports to clients based on their requirements.
- Liaise with the KYC (Know Your Customer) team for queries or updates related to client accounts.
- Maintain organized and accurate records of client transactions and account information.
- **Client Interaction and Support**:
- Address client queries promptly and provide effective solutions.
- Communicate professionally to understand and empathize with client needs.
- Ensure a high level of customer satisfaction through efficient problem-solving and courteous interactions.
- Build strong client relationships and identify opportunities for cross-selling or up-selling services.
- **Risk Management and Compliance**:
- Monitor client accounts and evaluate risks associated with trades based on their deposits.
- Identify and assess potential risks or irregularities in client activities to safeguard both clients and the organization.
- Collaborate with the risk management team to implement effective risk mitigation strategies.
- Stay informed about industry trends and regulatory updates related to risk management and compliance.
**Skills and Qualifications**:
- Proficiency in Microsoft Excel and other data management tools.
- Strong communication skills (verbal and written) for seamless interaction with clients and teams.
- Attention to detail and a high level of accuracy in handling accounts and documentation.
- Punctuality and the ability to meet deadlines for smooth operational workflows.
- Self-motivated with the ability to work efficiently in a dynamic environment and handle multiple responsibilities.
- Knowledge of financial markets and risk management principles is preferred.
**Job Types**: Full-time, Permanent
Pay: ₹18,000.00 - ₹25,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Yearly bonus
Work Location: In person
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