Admin cum Back Office Executive

Position Overview

Admin cum Back Office Executive

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.