Back Office Executive

Ruloans Distribution Services Private Limited; Delhi; On-site; INR 134,000 - 179,000; Full time

Job summary

Ruloans Distribution Services Private Limited in Delhi seeks a Back Office Executive to support banking and financial operations, documentation, MIS, and customer coordination.

The role emphasizes accuracy, confidentiality, and proactive cross-sales support, with responsibilities spanning KYC, data management, and reporting. Previous banking exposure preferred.

Qualifications

• Minimum 12th pass or graduate with banking knowledge.
• Strong communication and interpersonal skills.
• Good customer-handling and problem-solving abilities.
• Basic MS Excel, MIS and data management skills.
• Strong documentation and record maintenance.
• Ability to work accurately and meet deadlines.
• Willingness to learn and cross-sell financial products.

Responsibilities

• Handle outbound customer calls to understand requirements and suggest products/services.
• Manage banking, financial, operational, and account-related activities.
• Resolve customer requests, queries, and issues efficiently.
• Perform KYC verification and document cross-checks.
• Prepare and maintain MIS reports and analyze data.
• Generate business from existing and new clients.
• Maintain customer files and required documentation accurately.
• Handle client queries and provide appropriate assistance.
• Identify opportunities for cross-selling financial products.
• Ensure all back-office activities and records are maintained properly.
• Maintain accuracy and confidentiality of customer information.

Skills

Banking terms

Communication

Customer handling

MS Excel

Documentation

Accuracy

Cross-sales

Learning attitude

Education

12th pass / any graduate

Tools

MS Excel

MIS

Job description

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.