Key Responsibilities
Maintain day-to-day accounting entries and financial records using Tally.
Handle basic accounting activities, including ledger maintenance, vouchers, receipts, payments, and reconciliations.
Maintain and update records using MS Excel, including data management, reports, and basic analysis.
Perform bank and account reconciliations and ensure accuracy in financial records.
Manage KYC verification, client documentation, and onboarding processes.
Verify documents for completeness, accuracy, and compliance with internal requirements.
Handle day-to-day back-office and operational activities.
Coordinate with internal teams and clients for pending documents and operational requirements.
Maintain proper filing and records of financial, KYC, and operational documents.
Ensure timely completion of assigned tasks and follow established processes.
Identify discrepancies or missing information and coordinate for timely resolution.
Maintain a high level of accuracy, confidentiality, and attention to detail.

Required Skills & Qualifications
Graduate in B.Com, M.Com, or a related field preferred.




Good understanding of basic accounting principles.
Hands-on experience with Tally.
Valuable working knowledge of MS Excel.
Knowledge of KYC, documentation, and client onboarding processes.
Solid organizational and coordination skills.
Good attention to detail and accuracy.
Ability to manage multiple tasks and meet deadlines.
Good communication and interpersonal skills.

Preferred Candidate Profile
Candidates with experience in Accounts, Finance, NBFC, Banking, Financial Services, or Back-Office Operations will be preferred.
Should be comfortable working with financial data and documentation.
Should be proactive, reliable, and capable of working independently as well as within a team.

What We Offer
Professional and supportive work environment.
Prospect to gain experience across Accounts, Finance, KYC, and Operations.
Career growth and learning opportunities.
Competitive compensation based on experience and skills.

📌 Account And Operations Gurugram
🏢 R9 Wealth India
📍 Gurugram