Back Office Executive

0 years

2 - 3 Lacs

Posted:1 hour ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The Back Office Executive will support the operations team in preparing project reports, subsidy documentation, loan files, data entry, client communication, and coordination with government departments and banks. The role requires strong documentation skills and high accuracy in handling financial and compliance-related paperwork.

Key Responsibilities1. Documentation & File Preparation

  • Prepare and verify documents for MSME Subsidies, Machinery Loans, Mudra Loans, CGTMSE, PMEGP, TUFS, etc.
  • Assist in preparing DPRs (Detailed Project Reports), CMA Data, loan applications, and supporting annexures.
  • Organize and upload digital documents and maintain proper filing systems.

2. Data Entry & System Updates

  • Enter financial and client data into software/Excel with high accuracy.
  • Maintain updated status trackers of all ongoing subsidy and loan files.
  • Prepare Excel sheets, MIS reports, and client data summaries.

3. Coordination with Clients & Internal Teams

  • Communicate with clients for required documents, clarifications, and follow-ups.
  • Coordinate with internal finance, loan, and subsidy teams for file progress.
  • Schedule client meetings, collect data, and ensure timely documentation submissions.

4. Government & Bank Liaison Support

  • Assist senior team in compiling documents required by banks, DIC, MSME department, and other authorities.
  • Track submission timelines and update team on approval status.
  • Prepare forms and ensure compliance as per latest government schemes.

5. Administrative Support

  • Maintain office records, registers, and documentation logs.
  • Scan, photocopy, print, and organise files as per requirement.
  • Support daily office operations to ensure smooth workflow.

Skills & Competencies Required

  • Strong documentation & data management skills
  • Good command of Excel, Word, Email Drafting
  • Basic understanding of MSME schemes, subsidies, and loan processes (preferred)
  • Excellent follow-up and coordination ability
  • Attention to detail and accuracy
  • Ability to work with deadlines and support multiple files simultaneously
  • Polite and professional communication

Qualification

  • Graduate (B.Com / BBA / BA / Diploma)
  • Candidates with finance or documentation backgrounds preferred.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

  • Flexible schedule
  • Leave encashment

Work Location: In person

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