Back Office Executive

1 - 2 years

0 Lacs

Posted:3 weeks ago| Platform: SimplyHired logo

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Job Description

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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