Financial Services Backend Executive

Position:

Department:

Location:

Role Overview

We are seeking a detail-oriented and process-driven Backend Executive to support our Financial Services operations. The role involves handling documentation, data entry, transaction processing, compliance checks, and coordination with internal teams to ensure smooth functioning of financial services.

Key Responsibilities

1. Process and verify financial transactions (loans, insurance, investments, etc.) accurately.

2. Manage client documentation, KYC, and account opening formalities.

3. Ensure timely updating of data in financial systems/ERP/CRM.

4. Perform reconciliation of financial records and reports.

5. Support the sales team with backend operations and post-sales services.

6. Handle client queries and escalate issues to the concerned department.

7. Maintain compliance with company policies, RBI/SEBI/IRDAI regulations, and audit standards.

8. Prepare periodic MIS reports for management review.

9. Coordinate with banks, NBFCs, and financial institutions for operational activities.

Qualifications & Skills

* Bachelor's degree in Commerce, Finance, Business Administration, or related field.

* 03 years of experience in financial services back-office/operations.

* Strong knowledge of MS Excel, Word, and financial software/ERP.

* Attention to detail, accuracy, and organizational skills.

* Knowledge of compliance (KYC, AML, RBI/SEBI/IRDAI guidelines) is an advantage.

* Good communication and coordination skills.

* Ability to handle confidential financial information responsibly.

Please submit your applications to [HIDDEN TEXT]