Back Office Executive - Female D Tech Management Resource

3.0 - 8.0 years

5 - 10 Lacs

kolkata, west bengal, india

On-site

Professional Summary: Experienced administrative and customer support professional with a strong background in front office operations, client servicing, documentation, reporting, and office coordination. Skilled in handling inbound communications, managing customer interactions, maintaining records, and supporting branch-level operations in a structured, process-driven environment. Key Responsibilities: Collaborated effectively within a team-based work culture involving planning, organization, task distribution, and clear communication among team members and customers. Handled inbound calls and walk-in customers at the branch; explained product features, resolved queries, and ensured excellent customer service and engagement. Maintained and updated customer KYC records, files, registers, and databases on a daily basis. Drafted and managed correspondence, reports, and business documents; sent promotional mailers to prospective clients. Prepared and submitted monthly marketing reports, advertisement response reports, customer feedback forms, and daily business reports using prescribed MS Office formats. Managed all incoming emails, faxes, and postal correspondence; communicated on behalf of the Branch Manager where required. Monitored and replenished office stationery; performed general administrative and clerical tasks including document preparation and record-keeping. Independently checked and replied to emails; ensured prompt and professional communication. Maintained attendance and leave records of employees; managed internal HR-related administrative support. Accepted cash and cheque payments from customers and maintained accurate transaction records. Handled utility bills (e.g., data card, electricity, telephone) and ensured timely processing. Compiled and submitted reports on sales executive activity and performance. Handled official correspondence, letter drafting, and document filing; took dictation and prepared formal communications. Greeted and assisted walk-in clients, provided product/service information, and encouraged engagement with services offered. Computer Knowledge: Proficient in MS Office (Word, Excel, PowerPoint) Basic working knowledge of Outlook and email correspondence

Posted 12 hours ago

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VP- KYC Prometheus Consulting Services.

8.0 - 12.0 years

0 Lacs

noida, uttar pradesh

On-site

The role aims to provide support to Wholesale Onboarding by handling day-to-day activities such as processing, reviewing, reporting, and resolving issues. This includes collaborating with clients and internal teams, identifying areas for improvement, and developing procedures to enhance operational efficiency and mitigate risks. Key responsibilities include supporting Wholesale Onboarding initiatives like KYC processing, reviewing, and issue resolution. It involves engaging with clients to gather necessary information for onboarding or KYC refresh in compliance with established policies. The role also entails aligning processes across the bank, identifying industry trends, and participating in projects to enhance efficiency. In the role of Vice President, expectations include advising key stakeholders, managing risks, demonstrating leadership in risk management, understanding organizational functions, collaborating with different business areas, and creating solutions through analytical thinking. Building relationships with internal and external stakeholders is crucial for achieving business objectives. Applicants are requested to apply for this position by contacting shweta.prometheus@gmail.com.,

Posted 3 weeks ago

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Field Sales Executive Vision India Services

2.0 - 5.0 years

2 - 5 Lacs

Ahmedabad, Gujarat, India

On-site

Approach distributors and retailers in the designated cities and on-board them on ePayLater Ability to make a sales pitch to convince the customer to avail the loan facility. Achieve the allocated targets for the territory. Collect market insights and competitor feedback to improve sales strategies. Ensure timely completion of KYC and documentation for merchant activation.

Posted 2 months ago

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