Key Responsibilities Address client queries related to policies, funds, and returns. Keep track of client portfolios. Build strong long-term relationships with clients. Assist the sales team with documentation and client interaction. Maintain updated client records in Log calls, follow-ups, meetings, and updates Ensure data accuracy. About Company: ADVICREST FINANCIALS is a leading financial planning & investment company in Maharashtra. We have spent more than 13 years in the field of financial planning, investment, and insurance, serving over 5000+ clients individuals, and corporates, and managed portfolio of 130 Cr.
Company Description Advicrest Financials, with over 13 years of experience in the financial services industry, is a trusted name in comprehensive wealth and portfolio management. We have conducted over 100 impactful financial literacy sessions, educating over 50,000 individuals across various sectors. Our expertise is recognized both nationally and internationally, with numerous awards to our credit. We manage portfolios worth over ₹255 crores and serve a strong base of over 5,000 satisfied clients. Our core services include personalized financial planning, corporate financial training, portfolio and wealth management, as well as tax-saving solutions. Role Description This is a full-time, on-site role located in Pune for a Back Office Executive at Advicrest Financials. The Back Office Executive will be responsible for maintaining day-to-day back office operations, managing office documentation and records, coordinating with various departments, and ensuring smooth office procedures. The Executive will also handle communication with clients and support the sales and finance teams as needed. Qualifications Proficiency in Back Office Operations and Office Operations Strong Communication skills Knowledge of Sales processes Understanding of Finance and financial processes Excellent organizational and multitasking abilities Attention to detail and accuracy Ability to work efficiently in an on-site environment Bachelor's degree