Back Office Executive

Credence Investments

Location: Delhi NCR

Experience: 2–5 years in financial services / wealth management / insurance / broking / investment operations

Employment Type: Full-time

About Credence Investments

Credence Investments is a wealth and investment advisory firm offering a wide range of investment solutions including Unlisted Shares, Mutual Funds, Bonds, Insurance and other investment products.

We are looking for a proactive Operations & Client Execution Executive who can independently manage the backend execution of client transactions while coordinating effectively with clients, vendors, distributors and the internal team.

Key Responsibilities

1. Insurance Operations

* Create and share insurance proposal/application links with clients.

* Coordinate with clients for completion of forms, KYC and required documentation.

* Liaise with insurance companies/vendors for end-to-end policy issuance.

* Maintain accurate records of all insurance transactions.

1. Unlisted Shares – B2B Coordination

* Coordinate with our B2B customers regarding new and ongoing unlisted share opportunities.

* Share product information, offering details, pricing and relevant communication through email and phone calls.

* ⁠Maintaining records.

1. Bonds – End-to-End Execution

* Coordinate the complete execution process for bond investments.

* Liaise with bond vendors, issuers and clients for documentation and transaction completion.

* Prepare deal sheets and maintain transaction records.

* Track payments, confirmations, allotments and other transaction-related documentation.

1. General Operations

* Maintain and update client and transaction databases.

* Prepare MIS reports and daily/weekly transaction trackers.

* Coordinate closely with the sales/advisory team to ensure seamless execution.

* Ensure accuracy, confidentiality and timely completion of all operational activities.

Skills & Competencies

* Excellent working knowledge of MS Excel – sorting, filtering, basic formulas, trackers and MIS.

* Strong written and verbal communication skills.

* Good follow-up and coordination abilities.

* Strong attention to detail and accuracy.

* Ability to manage multiple transactions simultaneously.

* Good organisational and time-management skills.

* Comfortable communicating with clients, vendors and B2B partners.

* Proactive attitude with a strong sense of ownership.

Preferred:

* Prior experience in wealth management, financial services, insurance, broking, mutual funds, bonds or investment operations.

* Familiarity with KYC, investment documentation and financial transaction processes.

* Experience in client servicing or operations will be an advantage.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 5 years of experience.