JOB DESCRIPTION (JD)Position: Back Office Executive

Company Name: Poonam Management & Services Pvt. Ltd.

Job Location: Indore, Madhya Pradesh

Department: Back Office / Operations

Qualification: Graduate / Postgraduate

Experience: 1–5 Years

Age Criteria: 21–40 Years

Gender: Male / Female

Preferred Industry: Banking and Finance

About the CompanyPoonam Management & Services Pvt. Ltd. provides employee verification, field verification, and Risk Control Unit (RCU) services to banks, NBFCs, and financial institutions.

Job SummaryWe are looking for a responsible, organized, and detail-oriented Back Office Executive to manage daily office operations, prepare reports, handle email correspondence, maintain records, and coordinate with internal teams. Candidates with experience in banking and finance will be preferred.

1. Key ResponsibilitiesHandle day-to-day back-office operations and administrative activities.
2. Prepare daily, weekly, and monthly reports for management and clients.
3. Draft, send, and respond to professional emails and official correspondence.
4. Prepare and maintain MIS reports using MS Excel and Google Sheets.
5. Maintain accurate records, databases, and documentation.
6. Coordinate with internal departments, field teams, and management.
7.



Track pending cases, follow up on delays, and ensure timely reporting.
8. Verify data accuracy and check documents before submission.
9. Monitor work progress and update case status in the system.
10. Perform other operational and administrative tasks assigned by management.

- Required SkillsGood knowledge of MS Excel, MS Word, and email handling.
- Strong email drafting and reporting skills.
- Knowledge of MIS reporting and data management.
- Good communication and coordination skills.
- Attention to detail and accuracy.
- Time management and ability to meet deadlines.
- Problem-solving skills and a skilled attitude.
- Eligibility CriteriaGraduate or postgraduate in any discipline.
- Minimum 1–5 years of relevant work experience.
- Candidates with banking, NBFC, financial services, or back-office operations experience will be preferred.
- Ability to manage multiple tasks and maintain accurate records.
- Candidates should be organized, responsible, and comfortable working in a team.

Job LocationIndore, Madhya Pradesh.

Interested candidates can share their updated resume with the HR team for further consideration.

📌 Back Office Executive (Indore)
🏢 Poonam Management & Services
📍 Indore