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JOB DESCRIPTION
– BACK OFFICE EXECUTIVE ? Position: Back Office Executive ?

Experience:
6 Months – 2 Years ? Qualification: Minimum 12th Pass / Any Graduate ?

Salary:
12000
- 16000 ? Employment Type: Full time ?

Location:
- patparganj industrial area ? Job Overview We are looking for a responsible, organized, and customer-focused Back Office Executive to handle banking, financial operations, documentation, MIS, and customer coordination activities. ?

Key Responsibilities
- ? Handle outbound customer calls, understand requirements, and suggest suitable products/services.
- ? Manage banking, financial, operational, and account-related activities.
- ? Handle and resolve customer requests, queries, and issues efficiently.
- ? Perform KYC verification and cross-check customer documents.
- ? Prepare and maintain MIS reports, including recording, summarizing, and analyzing data.
- ? Generate and acquire business from existing as well as new clients.
- ? Maintain customer files, records, and required documentation accurately.
- ? Handle client/customer queries and provide appropriate assistance.




- ? Identify opportunities for cross-selling financial/banking products.
- ? Ensure all back-office activities and records are maintained properly.
- ? Maintain accuracy and confidentiality of customer information. ? Required Skills
- Good knowledge of basic Banking & Financial terms.
- Excellent communication and interpersonal skills.
- Good customer-handling and problem-solving abilities.
- Basic knowledge of MS Excel, MIS & data management.
- Strong documentation and record-maintaining skills.
- Ability to work with accuracy and meet deadlines.
- Comfortable with customer interaction and cross-sales.
- Positive attitude and willingness to learn. ? Ideal Candidate The ideal candidate should be organized, confident, detail-oriented, customer-friendly, and comfortable working in banking/financial operations and sales support. ? APPLY NOW If you are looking to build your career in the Banking & Financial Services sector, this could be a great opportunity for you ? Send your CV / Contact HR for more details. contact person:
- HR dev contact number:
- (phone hidden)

📌 Back Office Executive (India)
🏢 Ruloans Distribution Services Private
📍 India