Back Office professional

Trade Net Wealth Managers; Kolhapur District; On-site; INR 200,000 - 400,000; Full time

Job summary

Trade Net Wealth Managers in Kolhapur District, Maharashtra, is seeking a client services back-office associate to resolve queries, verify KYC, prepare MIS, and support day-to-day operations. The role focuses on regulatory compliance and delivering excellent customer service through accurate documentation and timely issue resolution.

The ideal candidate will collaborate with internal teams to achieve business objectives and maintain high customer satisfaction in a fast-paced financial services

Qualifications

• Experience in customer service or back-office operations.
• Familiarity with KYC processes and regulatory requirements.
• Strong data entry and reporting skills.
• Ability to collaborate with multiple internal teams.

Responsibilities

• Resolve client queries and ensure regulatory compliance.
• Verify KYC and client documents for accuracy and completeness.
• Prepare MIS and daily reports to track business performance.
• Manage back office operations for smooth day-to-day activities.
• Ensure timely resolution of client issues and maintain high customer satisfaction.
• Collaborate with internal teams to achieve business objectives.

Skills

Customer service

KYC verification

Regulatory compliance

MIS reporting

Job description

• Resolve client queries and ensure compliance with regulatory requirements.
• Verify KYC and client documents for accuracy and completeness.
• Prepare MIS and daily reports to track business performance.
• Manage back office operations for smooth day-to-day activities.
• Ensure timely resolution of client issues and maintain high customer satisfaction.
• Collaborate with internal teams to achieve business objectives.