Back Office Executive

1 week ago


MR Road Indore, India Protasker Finserv Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Back Office Executive role in a bank-related financial consultancy firm:

Job Title: Back Office Executive – Financial Consultancy Company

Overview-We are a reputed financial consultancy firm specializing in banking-related services, offering expert solutions to clients across various financial domains. Our mission is to simplify complex financial processes and deliver reliable support to our customers.

  • Job Responsibilities Computer-Based Operations
  • Data entry, record maintenance, and digital documentation using MS Office and other financial software
  • Managing spreadsheets, reports, and client databases efficiently
  • Finance File Management
  • Organizing and maintaining financial records, invoices, and client documentation
  • Assisting in preparation of financial reports and summaries for internal use
  • Email Communication
  • Drafting and responding to professional emails with clients, banks, and internal teams
  • Managing inbox, follow-ups, and timely correspondence
  • Customer Coordination
  • Connecting with clients via phone/email for document collection, updates, and support
  • Ensuring smooth communication between clients and consultants
  • Administrative Support
  • Assisting senior consultants with documentation and scheduling
  • Coordinating with banks and financial institutions for client-related queries
  • Qualifications & Skills Graduate in Commerce, Finance, or related field (preferred)
  • Proficiency in MS Excel, Word, and email platforms
  • Basic understanding of banking and financial processes
  • Good communication skills in English and Hindi
  • Ability to multitask and manage time effectively
  • Prior experience in back office or finance-related roles is a plus

Working Hours Full-time | Monday to Saturday | 10:30 AM – 7:00 PM

Location Indore, Madhya Pradesh



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