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Back Office Executive

Back Office Executive

ConfidentialGurgaon / Gurugram
30+ days ago
Job description

Responsibilities :

  • Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.)
  • Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups.
  • Update and manage CRM systems, Excel sheets

Required Candidate profile

  • Prepare MIS reports and summaries for management.
  • Handle customer service backend tasks like updating details, resolving queries (non-voice).

    • Skills Required

    Relationship Management, Sales

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    Back Office Executive • Gurgaon / Gurugram