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Arham Wealth Management Pvt. Ltd.
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Back Office Executive

Back Office Executive

Arham Wealth Management Pvt. Ltd.

1 - 3 years

1 - 2 Lacs

india

Posted:1 hour ago| Platform: GlassDoor logo

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Skills Required

documentation verification coordination onboarding compliance resolve checks data management communication excel word

Work Mode

On-site

Job Type

Full Time

Job Description

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: ₹15,000.00 - ₹20,000.00 per month

Benefits:

Paid sick time
Provident Fund

Work Location: In person

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