Back Office Executive - Female

D-tech Management Resource; Kolkata District; On-site; INR 180,000 - 240,000; Full time

Job summary

D-tech Management Resource in Kolkata is seeking a versatile office executive to support branch operations, plan and organize tasks, and communicate clearly with staff and customers to maintain a cooperative team climate. You will receive inbound calls, explain product concepts, assist walk-in customers, and build excellent rapport through service quality.

The role covers document maintenance, filing, and updating records; preparing computerized KYC for new customers; and drafting letters,

Qualifications

• Experience in a team-based environment and customer-facing roles.
• Strong communication skills and ability to explain concepts clearly.
• Proficient with MS Office and basic data handling.

Responsibilities

• Work in a team-based culture with planning, organization and coordination.
• Receive inbound calls and assist branch customers with product queries.
• Attend walk-in customers and build rapport through high-quality service.
• Maintain and update documents, files and registers daily.
• Prepare computerized KYC for new customers and manage customer data.
• Prepare letters, reports and correspondence; send promotional mailers.
• Send monthly/weekly reports and daily business metrics as required.
• Handle emails, faxes and post; perform general clerical work.
• Track attendance and leave records; manage bills and utilities.
• Draft letters and handle documentations; take dictation if needed.
• Assist walk-in customers and promote services.

Skills

Teamwork

Customer service

Communication

Documentation

MS Office

Tools

MS Office

Job description

Job Responsibility

• 1. Work experiences have involved working within a team based culture. This involved planning, organization, co-ordination and a fair distribution of tasks and effective communication amongst all staff members and customers
• 2. Receive in bound calls at the designated branch. Explain the concept of products either over phone or in the branch office with the standard procedure. Attend all walk in customers and help them with their queries regarding the products. Build excellent rapport with the customers by providing them excellent service.
• 3. Maintenance & Updating of Documents, Files, Registers on daily basis. Prepare computerized KYC of every new customer. Maintain computerized database ensuring both customer profile & contact details.
• 4. Prepare & manage Correspondence, Reports and Documents. Send Business promotional mailers to prospective clients giving information about the company and the products.
• 5. Send Monthly Marketing Report, Advt. Response Report & duly filled customer feed back from to Corporate Office monthly basis, as per the prescribe MS Office reporting format. Send KPA report & Daily Business Report on daily basis, as per the prescribe MS Office reporting format.
• 6. Deals with incoming emails, faxes & post, often corresponding on behalf of the respective Branch Manager. Checks stationeries at the designated branch on daily basis & also prepare letters, documents, general administrative work and clerical work.
• 7. Check emails and reply independently.
• 8. Keep attendance and leave record of all employees.
• 9. Accepting cheques, cash from the customers.
• 10. Maintaining bills related to data card, electricity, telephone etc.
• 11. Collect the updated information of Sales Executives and make a report.
• 12. Drafting letters, handling documentations, filing etc.
• 13. Taking dictation & drafting letters.
• 14. Handling walk- in customers and convincing them for the service.

Computer Knowledge

• Basic knowledge of computer like MS-Office, MS-EXCEL, Outlook etc.