HR & Back Office Executive

Company Name – SBM Management Consulting Pvt Ltd

Location: Noida – Sector 16 (Work From Office)

Industry: Finance & Broking

Experience: Fresher / 2–3 years

Position: HR & Back Office Executive

Role Overview

Responsible for managing day-to-day back-office operations, client documentation, account-related processes, coordination with internal and external teams, and supporting HR activities to ensure smooth and efficient business operations.

Key Responsibilities – HR

- Assist in the employee onboarding and joining process, including collection and verification of documents.
- Maintain and update employee records and HR documentation.
- Coordinate with employees regarding attendance, leave, and other HR-related requirements.
- Maintain employee attendance and leave records.
- Assist in preparing HR reports and maintaining employee databases.
- Coordinate interview schedules and communicate with candidates when required.
- Support recruitment activities, including resume screening, interview coordination, and follow-ups.
- Assist in employee engagement activities and internal communication.
- Coordinate with management and employees regarding HR policies and administrative requirements.
- Maintain confidentiality of employee and company information.

Key Responsibilities – Back Office Operations

- Handle the complete client account opening process, including documentation, verification, and follow-up.
- Manage Demat account-related processes, including holding transfers and dematerialisation requests.




- Coordinate with Kotak Securities Head Office for client-related queries, documentation, approvals, and issue resolution.
- Process and follow up on segment activation, brokerage updation, and other account modifications.
- Maintain accurate records of client documents, requests, and pending cases.
- Monitor and prepare pendency reports and ensure timely closure of outstanding requests.
- Handle client queries related to account opening, trading, Demat, fund pay-in, and other operational matters.
- Coordinate with clients for required documents, signatures, and pending information.
- Follow up with concerned teams to ensure timely resolution of client issues.
- Maintain proper documentation and ensure compliance with internal processes and company guidelines.
- Support daily reconciliation and operational reporting wherever required.

Key Skills

- Back Office Operations
- Client Handling & Relationship Management
- Account Opening & Documentation
- Demat & Trading Operations
- MS Excel & MS Office
- Data Management & Record Keeping
- HR Operations & Employee Coordination
- Recruitment Coordination
- Communication & Follow-up
- Problem Solving
- Team Coordination
- Time Management
- Attention to Detail
- Confidentiality & Professionalism

Overall Role Objective To ensure smooth and effective back-office and HR operations by managing client processes, documentation, internal coordination, employee records, and administrative activities while maintaining accuracy, confidentiality, and timely completion of tasks. Pay: From ₹15,000.00 per month

Work Location: In person

📌 HR and back office executive (Noida)
🏢 SBM Management Consulting
📍 Noida