Lakshya Finserv

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