Back Office Executive

Job Description – Back Office Executive Position

Back Office Executive – Finance

Job Type- Full-Time

Experience 0–3 Years

(Freshers with good communication and basic computer knowledge can also apply)

Job Summary

We are looking for a detail-oriented and organized Back Office Executive to support our finance operations. The candidate will be responsible for handling documentation, data entry, customer records, loan/financial documentation, coordination with internal teams, and maintaining accurate records.

Key Responsibilities

• Handle day-to-day back-office and administrative activities.
• Maintain and update customer and financial records accurately.
• Perform data entry and ensure all information is entered correctly into the system.
• Verify and organize customer documents and application forms.
• Coordinate with the sales team for collection and completion of required documents.
• Process and track loan/financial applications and related documentation.
• Maintain records of applications, approvals, pending cases, and disbursements.
• Follow up with internal departments regarding pending documents or application status.
• Prepare daily, weekly, and monthly reports as required.
• Handle email communication and maintain proper documentation.
• Assist in preparing MIS reports and maintaining Excel records.
• Ensure confidentiality and security of customer and financial information.
• Support the operations and finance team in routine activities.
• Identify discrepancies in records/documents and report them to the concerned team.
• Follow company policies, processes, and compliance requirements.

Required Skills

• Good knowledge of MS Excel, MS Word, and basic computer applications.
• Good typing and data-entry skills.
• Good communication and coordination skills.
• Strong attention to detail and accuracy.
• Ability to maintain and organize records systematically.
• Basic understanding of finance/loans/banking processes will be an advantage.
• Ability to work with deadlines and handle multiple tasks.
• Good follow-up and problem-solving skills.

Qualification

Graduation in any discipline is preferred.

Candidates with a background in Finance, Banking, B.Com, BBA, or related fields will be preferred.

Preferred Candidate

• Experience in a NBFC, finance company, bank, loan processing, fintech, or financial services company will be an advantage.
• Freshers with strong Excel and documentation skills can also apply.

Key Performance Indicators (KPIs)

• Accuracy of data entry and documentation.
• Timely processing of applications.
• Proper maintenance of customer records.
• Completion of pending documentation.
• Timely submission of MIS and reports.
• Coordination and turnaround time.
• Compliance with company processes and documentation standards.

What We Offer

• Competitive salary
• Performance-based incentives, where applicable
• Professional working environment
• Learning and growth opportunities
• Opportunity to develop expertise in the finance industry

Pay: ₹10,723.42 - ₹31,487.08 per month

Work Location: In person