Back Office Executive

6 days ago

Andheri East Mumbai Maharashtra, India Green Stapler Full time

**Job Title: Back Office / Operations Executive -**RTA Coordination & Client Support

**Location**:Chakala, Andheri East Mumbai

**Salary Bracket**: 16000 - 25000 Rs. basis the experience

**Company**:Green Stapler specializes in recovering financial investments like shares, mutual funds, and other assets for our clients. We are looking for a **Client/ Project Coordinaton Executive / Relationship Manager**to join our team and ensure seamless coordination and timely completion of tasks.

**Job Summary**:
**Key Responsibilities**:
1. **RTA Coordination**
- Proactively call and follow up with RTAs (e.g., KFintech, Link Intime, etc.) to resolve pending queries, obtain clarification, and push through stalled cases.
- Understand the documentation and compliance requirements of each RTA and ensure those are communicated back clearly to internal teams or clients.
- Log all interactions and updates for each case in the internal CRM or tracker system to maintain transparency and accountability.

**2. Query Resolution and Escalation Management**
- Identify and resolve process bottlenecks where cases are stuck due to ambiguity, pending clarifications, or document issues.
- Work closely with other internal departments (legal, documentation, client service) to clarify requirements and facilitate timely action.
- Maintain ownership of issues until closure and escalate complex matters to senior staff when required.

3. **Client Communication**
- Ensure clients understand the RTA requirements and guide them on the next steps if any action is required from their side.
- Be empathetic, patient, and professional while dealing with sensitive client matters.

**Skills & Qualifications**:

- Graduate in any discipline (Commerce preferred).
- 1-3 years of experience in back-office operations, preferably in financial services or RTA-related work.
- Strong verbal communication skills in English and Hindi. Other regional languages are a plus.
- Proficiency in MS Excel, Word, and Google Sheets.
- Ability to multitask, prioritize and handle high-pressure situations with maturity.
- Willingness to make frequent calls and maintain accurate documentation.

**Job Types**: Full-time, Permanent

Pay: ₹16,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Work Location: In person

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