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

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Back Office Executive