Back Office Executive

21 hours ago

Surat, Gujarat, India f66f512a-4056-4eba-86fa-8d4436e83d1e Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Join Our Team as a Backoffice Executive

If you're an experienced professional with a strong command of Excel and communication skills, this is your opportunity to take on a leadership role in advisory compliance and client support. Join us in Surat to manage key operations and contribute to seamless client experiences.

Position Details

  • Gender: Male/Female
  • Education: Graduate/Postgraduate
  • Job Location: Surat
  • Experience: 1-2 Years

What You'll Do

Advisory Compliance & Support:

  • Lead the advisory compliance process and ensure adherence to regulations.
  • Manage and support the client support team for smooth execution of tasks.

CRM & Investment Execution:

  • Oversee CRM for online leads and payment processes, ensuring smooth client investment execution.
  • Work on automating Performa invoice support processes.

Payment & Reporting:

  • Confirm payments and track client transactions.
  • Prepare management reports and ensure SOPs are followed for consistency.

Data Management:

  • Ensure proper data management and organization for smooth operations.

What We Are Looking For

  • Proficiency in MS Excel for data management and reporting.
  • Strong verbal and written communication skills.
  • Ability to manage and guide teams effectively.

Recruitment Process

  • Apply: Complete the application form.
  • Test: Monitor your email for instructions regarding the Logical and Technical Assessments.
  • Complete: Follow the instructions to complete the assessments.
  • Stay Updated: Regularly check your email for further updates on your application status.

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