Back Office Executive

Job description:
Job Title: Back Office Executive
Location: Chakala Andheri East MumbaiSalary: 20000 – 30000 per month (basis experience and interview)
About Green Stapler
Green Stapler specializes in recovering financial investments such as shares mutual funds insurance claims and other financial assets for clients across India. We are looking for a proactive and detail-oriented professional to join our operations team and support smooth execution of client cases.
Job Summary
We are looking for a Back Office Executive who will be responsible for coordinating with Registrars and Transfer Agents (RTAs) handling documentation-heavy processes resolving operational bottlenecks and providing timely client support.
The ideal candidate should be comfortable with extensive paperwork regular follow-ups maintaining proper records and ensuring smooth movement of cases from initiation to closure. Preference will be given to candidates who have previously worked with RTAs or handled RTA-related processes.
Key Responsibilities
1. RTA Coordination

Coordinate with RTAs such as KFintech Link Intime Bigshare Cameo MUFG Intime etc.

Follow up on pending cases and resolve queries through regular calls and emails.

Communicate RTA requirements clearly to clients and internal teams.

Update case status and maintain records in CRM/tracker systems.
2. Documentation & Operations

Handle extensive paperwork and verify client documents.

Maintain proper physical and digital records of cases.

Coordinate with internal teams for timely processing and execution.
3. Query Resolution

Resolve issues related to pending documentation or clarifications.

Ensure smooth movement of cases until closure.

Escalate critical matters to senior management when required.
4. Client Support

Provide regular updates to clients through calls WhatsApp and emails.

Guide clients regarding documentation and process requirements.

Maintain professional and courteous communication at all times.
Skills & Qualifications

Graduate in any discipline (Commerce preferred).

1–3 years of experience in back-office operations financial services or RTA-related work.

Preference for candidates with prior experience working in RTAs or handling RTA coordination.

Strong communication skills in English and Hindi. Additional regional languages will be an advantage.

Good working knowledge of MS Excel Word and Google Sheets.

Ability to multitask manage pressure situations and maintain accuracy in documentation.

Comfortable handling extensive paperwork and regular follow-up calls.
Job Types: Full-time Permanent
Work Location: In person

Required Skills:

RTA Coordination Client Support Documentation Operations Query Resolution Communication skills MS Excel MS Word Google Sheets Multitasking Managing pressure situations Maintaining accuracy in documentation Handling paperwork Follow-up calls

Employment Type : Full Time
Experience: years
Vacancy: 1