Back Office Executive

Job Description – Back Office Executive (Financial Services)

Position: Back Office Executive

Experience Required: 5–6 years

Location: Thane

Industry: Financial Services (Mutual Funds, Stock Broking, Unlisted Shares, SME IPOs)

Role Overview:

We are looking for an experienced Back Office Executive to handle end-to-end client servicing and back-end operations for our financial services business. The role involves handling KYC processes, portfolio-related back office tasks, client communication, and CRM-based lead management. The ideal candidate will ensure smooth operations, accurate compliance, and proactive client communication.

Key Responsibilities:

KYC & Compliance:

•⁠ ⁠Handle customer onboarding, KYC verification, and documentation in line with SEBI/AMFI norms.

•⁠ ⁠Maintain updated client records and ensure regulatory compliance.

Client Communication:

•⁠ ⁠Draft and send regular emailers/newsletters through company portals (market updates, portfolio insights, product information).

•⁠ ⁠Schedule and send automated greetings such as birthday/anniversary wishes.

•⁠ ⁠Support client query resolution and escalate when required.

Back Office Operations:

•⁠ ⁠Manage stock market-related back office work including contract notes, reconciliation, and reporting.

•⁠ ⁠Handle documentation and transactions related to unlisted shares and SME IPOs.

CRM & Lead Management:

•⁠ ⁠Use the CRM portal to update, track, and follow up on leads.

•⁠ ⁠Support sales/advisory team with CRM-based insights and reminders.

•⁠ ⁠Ensure timely follow-up for client onboarding, renewals, and product offerings.

Coordination & Support:

•⁠ ⁠Support sales and advisory teams with required data and reports.

•⁠ ⁠Ensure timely follow-up with customers for pending documents, renewals, or compliance.

Desired Candidate Profile:

1) 1-3 years of relevant experience in financial services back office operations.

2) Knowledge of Mutual Funds, Stock Markets, and Unlisted Shares is preferred

3) Familiar with KYC, compliance, and regulatory frameworks (SEBI/AMFI).

4) Proficient in operating MS Office and other portal after training

5) Good written and verbal communication skills.

6) Organized, detail-oriented, and able to manage multiple tasks efficiently.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 4 years of experience.

More about this Back Office Executive job

1. What is the eligibility criteria to apply for this Back Office Executive job?
   Ans: The candidate should be Graduate and above and above with 1 - 4 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹20000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Back Office Executive job?
   Ans: This Back Office Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Executive job?
   Ans: No, there is no fee applicable for applying this Back Office Executive job and during the employment with the company, i.e., Growth Boosters.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Executive role?
   Ans: There is an immediate opening of 1 Back Office Executive at Growth Boosters
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Back Office Executive job?
   Ans: This Back Office Executive job has 09:00 AM - 06:00 PM timing.