Job Description – Customer Service Executive & Back Office Executive Pitanga Wealth Pvt. Ltd.Position

Customer Service Executive & Back Office Executive

Location

West Delhi

About Pitanga Wealth Pvt. Ltd.

Pitanga Wealth Pvt. Ltd. is a financial services company providing support and assistance across investment-related products, mutual funds, insurance, loans, stock market account services, financial planning support, and customer relationship management. We are committed to delivering professional, responsive, and client-focused service.

Key ResponsibilitiesCustomer Service Responsibilities
- Handle inbound and outbound client calls professionally.
- Assist clients with account-related queries and service requests.
- Provide timely updates regarding applications, documentation, and service processes.
- Maintain strong client relationships through regular follow-ups.
- Resolve customer concerns and coordinate with internal teams for quick resolution.
- Ensure high levels of client satisfaction and service quality.
- Record all client interactions and updates in CRM systems.




- Coordinate welcome calls for new clients and maintain engagement.

Back Office Responsibilities
- Process client documentation and verify application forms.
- Maintain accurate records of customer data and transactions.
- Support KYC, onboarding, account opening, and document management processes.
- Update CRM, Excel sheets, and internal software on a daily basis.
- Coordinate with service providers and internal departments for case processing.
- Prepare reports, MIS, and business activity records.
- Ensure proper filing and maintenance of digital and physical records.
- Monitor pending cases and follow up until completion.

Required Skills
- Excellent communication and customer handling skills.
- Positive knowledge of MS Excel, Google Sheets, and computer applications.
- Strong follow-up and coordination abilities.
- Attention to detail and documentation accuracy.
- Ability to manage multiple

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