Back Office Operations

20,000 - 30,000 /month

Credence Investments

Naraina Vihar, Delhi

2 - 3 years Experience in Back Office / Data Entry

1 Opening

Full Time

Skills Required

> 30 WPM Typing Speed

Computer Knowledge

Data Entry

MS Excel

MS Word

Job Highlights

Graduate and above

All genders

10:00 AM - 06:01 PM | 6 days working

Job Description

Key Responsibilities:

.We are looking for an experienced and proactive Operations Executive to support our Wealth Advisory business by ensuring smooth client onboarding, operational efficiency, and excellent client service. The ideal candidate should have experience in financial services, possess strong communication skills, and be eager to learn and grow within the organization. The role requires managing client documentation, generating reports, coordinating with internal teams and financial institutions, and maintaining regular follow-ups with prospective and existing clients. Client Operations & Relationship Management • Handle end-to-end client onboarding, including KYC verification and documentation. • Ensure smooth account opening and investment process across Mutual Funds, Insurance, PMS, and other financial products. • Assist clients with operational queries and provide timely resolutions. • Maintain strong relationships with clients through professional communication and prompt service. • Coordinate with AMCs, insurance companies, and other financial partners for operational requirements. Operations & Documentation • Generate client portfolio statements, capital gain reports, account statements, and investment reports. • Maintain accurate client records and ensure all documentation is complete and compliant. • Process transactions including SIP registrations, redemptions, switches, additional purchases, and insurance applications.

Monitor pending cases and ensure timely completion of operational activities. • Maintain MIS reports and update CRM systems regularly.

Other Details

It is a Full Time Back Office / Data Entry job for candidates with 2 - 3 years of experience.

More about this Back Office Operations job

What skills and experience do you need for this Back Office Operations job?
Ans : To apply for this Back Office Operations job, candidates should have skills like > 30 WPM Typing Speed, Computer Knowledge, Data Entry, MS Excel, MS Word along with 2-3 years of experience.
How much can you earn in this position?
Ans : You can earn between ₹20,000-₹30,000 per month in this Back Office Operations position.
What is the work schedule for this Back Office Operations job?
Ans : This Back Office Operations job has 6 days working days and timings from 10:00 AM - 06:01 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Naraina Vihar, Delhi.
How many vacancies are there for this Back Office Operations job?
Ans : There is 1 vacancy for this Back Office Operations role.
Is this job open for all genders?
Ans : Yes, this Back Office Operations job is open for both male and female candidates.
What work will you do in this role?
Ans : As a Back Office Operations, you will work on skills like > 30 WPM Typing Speed, Computer Knowledge, Data Entry, MS Excel, MS Word.
What is the job location for this position?
Ans : The job location for this Back Office Operations position is Naraina Vihar, Delhi.
Who is the right fit for this Back Office Operations job?
Ans : A candidate having skills like > 30 WPM Typing Speed, Computer Knowledge, Data Entry, MS Excel, MS Word with 2-3 years of experience is the right fit for this Back Office Operations job.
What makes this Back Office Operations job a good opportunity?
Ans : This Back Office Operations job is a good opportunity as it offers a salary between ₹20,000-₹30,000 per month. This is a Full Time job and has 1 openings.