Admin cum Back Office Executive

1 week ago


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

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.

  • Sales Officer

    1 week 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...

  • HR Executive

    1 day ago


    Solapur, Maharashtra, India Atlance Solapur Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Job Title: HR Executive – Retail IndustryLocation: Solapur Department: Human Resources Reporting To: HR ManagerJob Summary:The HR Executive will be responsible for managing day-to-day HR operations in a fast-paced retail environment. This includes recruitment, attendance management, payroll coordination, employee relations, and compliance with HR policies...

  • Site Lead

    1 week ago


    Solapur, Maharashtra, India Avo Automation Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the RoleWe are seeking a dynamic professional to lead and manage our Solapur site operations. This role combines team management, quality assurance expertise, and administrative oversight. The Site Lead will act as the central point of contact for our 17-member team across Advisory, Education, Pilot, Customer Success, and Support functions, ensuring...

  • Field Executive

    1 week ago


    Solapur, Maharashtra, India Kotak Life Insurance Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    About The Role Department TFE Job Title Field Executive Mentor ASM/ZSM Location Multiple Locations- Job Profile Job Role- Responsible for sourcing and identifying new business of Commercial Vehicles Loans /Term loans for the bank through focused CBRL Regular / Unbank locations across designated branch areas.- Meeting individual customers to pitch in the...


  • Solapur, Maharashtra, India Spectra Televentures PVT. Full time ₹ 4,20,000 - ₹ 5,40,000 per year

    Job Description: Sales Executive - Solar EPCLocation: SolapurExperience Required: B2C Sales ExperienceIndustry: Solar EPCAbout the Role:We are seeking a proactive and results-oriented Sales Executive to drive sales of Solar EPC solutions in the B2C segment. The ideal candidate will have a strong background in direct consumer sales, excellent negotiation...

  • Insurance Executive

    1 week ago


    Solapur, Maharashtra, India Yashodhan Nagari Sahakari Pathsanstha Full time ₹ 1,04,000 - ₹ 15,20,000 per year

    We are hiring for Insurance Officer in our insurance company at Solapur location.Experience: 1 years of selling of insurance. Must have stock market knowledge.If interested call on Thanks & Regards,Yashodhan PathsansthaJob Types: Full-time, PermanentPay: ₹15, ₹25,000.00 per monthExperience:Insurance sales: 1 year (Required)stock marketing: 1 year...


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

    We are hiring for Rural Sales Officer in a Pathsanstha for Solapur location.Experience: 1+ year in banking sales.Education: 12th PassResponsibilities:Selling of banking products, insurance etc.Lead generationTeam managementThanks Regards,Yashodhan PathsanthaJob Types: Full-time, PermanentPay: ₹20, ₹25,000.00 per monthExperience:selling of banking...


  • Solapur, Maharashtra, India Firstmeridian Global Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Key DeliverablesStrengthen the distribution and sales network by increasing the Selling Outlets to the maximum possible extent in the assigned territory. Ensure existing customers are adequately servicedUnderstand the market demographics and drive sales strategy according to customer segments Drive the basic distribution parameters such as Channel...

  • Assistant Manager

    2 days ago


    Solapur, Maharashtra, India Bajaj Finance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job PurposeThis position is open only for BFL Ltd Duties and ResponsibilitiesTo achieve collection targets of the area assigned, ensuring meeting PI Targets, meeting the Target on Cost of Collections.- Control bucket flow cases and focus on non-starters.- Ensuring documented feedback.- Ensuring legal guidelines are complied with while repossessing of...

  • Relationship Manager

    2 weeks ago


    Solapur, Maharashtra, India DSP Asset Managers Pvt. Ltd. Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    Objectives of the Role:• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients• Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM• Conducting meetings with clients/associates, understanding their needs and provide relevant...