Back Office Executive

Job Title: Back Office Executive

Location: Chakala, Andheri East, Mumbai
Salary: ₹20,000 – ₹30,000 per month

About Green Stapler

Green Stapler specializes in recovering financial investments such as shares, mutual funds, insurance claims, and other financial assets for clients across India. We are looking for a proactive and detail-oriented professional to join our operations team and support smooth execution of client cases.

Job Summary

We are looking for a Back Office Executive who will be responsible for coordinating with Registrars and Transfer Agents (RTAs), handling documentation-heavy processes, resolving operational bottlenecks, and providing timely client support.

The ideal candidate should be comfortable with extensive paperwork, regular follow-ups, maintaining proper records, and ensuring smooth movement of cases from initiation to closure. Preference will be given to candidates who have previously worked with RTAs or handled RTA-related processes.

Key Responsibilities

1. RTA Coordination

• Coordinate with RTAs such as KFintech, Link Intime, Bigshare, Cameo, MUFG Intime, etc.
• Follow up on pending cases and resolve queries through regular calls and emails.
• Communicate RTA requirements clearly to clients and internal teams.
• Update case status and maintain records in CRM/tracker systems.

2. Documentation & Operations

• Handle extensive paperwork and verify client documents.
• Maintain proper physical and digital records of cases.
• Coordinate with internal teams for timely processing and execution.

3. Query Resolution

• Resolve issues related to pending documentation or clarifications.
• Ensure smooth movement of cases until closure.
• Escalate critical matters to senior management when required.

4. Client Support

• Provide regular updates to clients through calls, WhatsApp, and emails.
• Guide clients regarding documentation and process requirements.
• Maintain professional and courteous communication at all times.

Skills & Qualifications

• Graduate in any discipline (Commerce preferred).
• 1–3 years of experience in back-office operations, financial services, or RTA-related work.
• Preference for candidates with prior experience working in RTAs or handling RTA coordination.
• Strong communication skills in English and Hindi. Additional regional languages will be an advantage.
• Good working knowledge of MS Excel, Word, and Google Sheets.
• Ability to multitask, manage pressure situations, and maintain accuracy in documentation.
• Comfortable handling extensive paperwork and regular follow-up calls.

Job Types: Full-time, Permanent

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

Work Location: In person