Job Description

Join Our Team as a Backoffice Executive
If you're an experienced professional with a strong command of Excel and communication skills, this is your opportunity to take on a leadership role in advisory compliance and client support. Join us in Surat to manage key operations and contribute to seamless client experiences.


Position DetailsGender: Male/Female Education: Graduate/Postgraduate Job Location: Surat Experience: 1-2 Years

What You'll Do
Advisory Compliance & Support:Lead the advisory compliance process and ensure adherence to regulations. Manage and support the client support team for smooth execution of tasks.

CRM & Investment Execution:Oversee CRM for online leads and payment processes, ensuring smooth client investment execution. Work on automating Performa invoice support processes.

Payment & Reporting:Confirm payments and track client transactions. Prepare management reports and ensure SOPs are followed for consistency.

Data Management:Ensure proper data management and organization for smooth operations.

What We Are Looking ForProficiency in MS Excel for data management and reporting. Strong verbal and written communication skills. Ability to manage and guide teams effectively.

Recruitment ProcessApply: Complete the application form. Test: Monitor your email for instructions regarding the Logical and Technical Assessments. Complete: Follow the instructions to complete the assessments. * Stay Updated: Regularly check your email for further updates on your application status.