Back Office Operations

Job Description

Position: Back Office Executive – Operations

Department: Operations / Back Office

Experience: 1–5 Years

Employment Type: Full Time

Location: [Delhi Naraina]

Job Summary

We are looking for a detail-oriented and responsible Back Office Executive – Operations to handle day-to-day operational activities, documentation, data management, client records, and coordination with internal teams and external partners.

Key Responsibilities

Handle daily back-office and operational activities efficiently.

Maintain and update client records, documents, and databases.

Verify and process forms, applications, KYC and other client documents.

Coordinate with clients, AMC/RTA, banks, and internal teams for operational requirements.

Track pending transactions, requests, and documentation and ensure timely completion.

Prepare and maintain MIS reports, Excel sheets, statements, and other operational reports.

Check data accuracy and identify discrepancies in records or statements.

Handle email communication related to operational queries and follow-ups.

Maintain proper filing and record-keeping of physical and digital documents.

Support account opening, transaction processing, SIP-related activities, redemption, switch, nominee updates, and other operational processes.

Follow up on pending cases and provide timely status updates.

Ensure all operational work is completed accurately and within defined timelines.

Perform other administrative and operational tasks as assigned by management.

Required Skills

Good knowledge of MS Excel, MS Word, and Email Communication.

Strong data-entry and documentation skills.

Good attention to detail and accuracy.

Good communication and coordination skills.

Ability to manage multiple tasks and meet deadlines.

Basic understanding of Mutual Funds / Financial Services operations will be an added advantage.

Knowledge of CRM/wealth management software will be preferred.

Qualification

Graduate in any discipline.

Relevant experience in back-office operations, financial services, mutual funds, banking, or wealth management will be preferred.

Key Competencies

Accuracy & attention to detail

Time management

Follow-up skills

Team coordination

Problem-solving ability

Confidentiality and responsibility

Add salary and work hours

Add application instructions

Include mutual fund software names

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