Back Office Executive

2 weeks ago

Majura Gate Surat Gujarat, India Arham Wealth Management Pvt. Ltd. Full time ₹ 7,20,000 - ₹ 14,40,000 per year

Job Description: Back Office Executive – NBFC

Position: Back Office Executive

Department: Operations

Location: Surat

Role Overview:

The Back Office Executive will be responsible for supporting day-to-day operational activities, including client account opening, documentation, KYC verification, and coordination with sales teams and clients. The role ensures smooth onboarding, accurate record-keeping, and compliance with NBFC policies and regulatory guidelines.

Key Responsibilities:

1. Account Opening & Onboarding

  • Handle end-to-end client account opening process.
  • Collect, verify, and upload client documents as per KYC norms and NBFC guidelines.
  • Follow up with sales teams and clients for any missing or additional documents.
  • Coordinate with banks for account opening and resolve any discrepancies.

2. KYC & Documentation

  • Perform KYC checks as per regulatory and internal compliance standards.
  • Maintain proper documentation and ensure all records are updated and stored securely.
  • Prepare client files, agreements, and application forms as required.

3. Coordination & Communication

  • Provide status updates of client onboarding to sales teams and seniors.
  • Handle client queries related to documentation, account opening, or data requirements.
  • Escalate any operational issues to senior management for quick resolution.

Skills & Qualifications Required:

  • Graduate in Commerce (preferred).
  • 1–3 years of experience in back office/operations, preferably in NBFC, banking, or financial services.
  • Good understanding of KYC norms, documentation, and account opening procedures.
  • Strong communication and coordination skills.
  • Proficiency in MS Office (Excel, Word) and data entry.

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Benefits:

  • Paid sick time
  • Provident Fund

Work Location: In person

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