crm and back office

Company Description

We are Mutual Fund Distributor

Role Description

This is a full-time, on-site role for a CRM and Back Office Specialist at Lakshya Finserv, located in Jodhpur. The CRM and Back Office Specialist will be responsible for managing back office operations, ensuring smooth customer service interactions, handling financial tasks, and assisting with sales processes. This role involves coordinating with various departments to maintain accurate records, processing customer requests, and providing comprehensive support to the finance and sales teams.

Qualifications

• Proficiency in Back Office Operations
• Strong Communication and Customer Service skills
• Knowledge of Finance principles and procedures
• Experience in or understanding of Sales processes
• Excellent organizational and multitasking abilities
• Ability to work collaboratively with team members
• Prior experience in the financial services industry is a plus
• Bachelor's degree in Finance, Business Administration, or related field