We are looking for a detail-oriented and motivated Back Office Executive to join our operations team. The selected candidate will be responsible for managing client documentation, processing financial transactions, maintaining records, coordinating with internal teams, and ensuring smooth execution of back-office operations.

This role offers an excellent opportunity for fresh graduates and professionals seeking to build a career in the financial services industry.

Key Responsibilities

- Process Demat Account opening applications and ensure all documentation is complete and compliant.
- Maintain accurate and confidential client records in physical and digital formats.
- Follow up with clients for pending documents, investment-related requirements, and account updates.
- Handle documentation and processing related to:

- Demat Accounts

- Mutual Funds

- Systematic Investment Plans (SIPs)
- Other investment and financial products
- Coordinate with internal departments, business partners, and financial institutions to ensure timely processing of client requests.
- Verify client documents and ensure compliance with regulatory and company guidelines.
- Maintain proper filing, record management, and document archiving.
- Support daily administrative and operational activities.
- Prepare reports, update records, and assist in operational data management.
- Ensure high standards of accuracy, confidentiality, and customer service.
- Perform additional back-office and operational responsibilities as assigned by management.





Eligibility Criteria

- Graduate in any discipline.
- Candidates from Commerce, Finance, Business Administration, or related fields will be preferred.
- Freshers are encouraged to apply.
- Experience in Banking, Financial Services, Stock Broking, Mutual Funds, or Insurance operations will be an added advantage.

Required Skills

- Basic knowledge of MS Office (Excel, Word, and Outlook).
- Good written and verbal communication skills.
- Robust organizational and documentation abilities.
- High attention to detail and accuracy.
- Ability to manage multiple tasks and meet deadlines.
- Willingness to learn and adapt to new processes.
- Professional attitude with a customer-focused approach.

Preferred Skills

- Knowledge of Demat Account opening procedures.
- Understanding of Mutual Funds, SIPs, and other investment products.
- Familiarity with KYC documentation and financial compliance processes.
- Experience with financial back-office operations or customer documentation.

Why Join Total Finserv Private Limited?

- Competitive salary of 15,000 - 25,000 per month based on experience and performance.
- Opportunity to build a rewarding career in the financial services industry.
- Hands-on exposure to Demat Accounts, Mutual Funds, SIPs, and investment operations.
- Learn from experienced professionals in a supportive and collaborative work environment.
- Career growth opportunities based on performance and continuous learning.
- Stable, professional, and growth-oriented workplace.

📌 Back Office Executive (Chalisgaon)
🏢 Total Finserv
📍 Chalisgaon