Head Back Office

Total Finserv; Jalgaon; On-site; INR 600,000 - 900,000; Full time

Job summary

Total Finserv in Jalgaon is seeking a responsible Back Office Head to oversee daily back-office operations, supervise the team, maintain documentation, and ensure smooth workflows.

You will manage client onboarding, KYC documentation, and account maintenance, while coordinating with internal departments to meet compliance and audit requirements. Strong organisational and communication skills are essential.

Qualifications

• Educational qualification: Any Graduate.
• Minimum 2 years in an AMC, stockbroking or financial services.
• Knowledge of KYC, documentation and client servicing.
• Proficient with MS Excel and back-office software.
• Strong organisational and team-management skills.

Responsibilities

• Manage day-to-day back-office operations and administrative activities.
• Oversee client onboarding, KYC documentation, and account maintenance.
• Supervise the back-office team, allocate responsibilities, and monitor work quality.
• Coordinate with Motilal Oswal and internal departments for operational requirements.
• Maintain accurate records and support internal audits and compliance reviews.
• Handle client queries, resolve operational issues, and elevate matters when required.
• Monitor daily workflows and ensure timely completion of assigned tasks.
• Ensure adherence to company policies and applicable compliance guidelines.

Skills

KYC knowledge

Client servicing

Back-office administration

Organisational skills

Communication skills

Problem-solving

Team-management

Education

Graduate degree

Tools

CRM systems

MS Excel

Back-office software

Job description

We are looking for a responsible and organized Back Office Head to manage daily back-office operations, supervise the team, maintain documentation, and ensure smooth and efficient workflows.

Key Responsibilities

• Manage day-to-day back-office operations and administrative activities.
• Oversee client onboarding, KYC documentation, and account maintenance.
• Supervise the back-office team, allocate responsibilities, and monitor work quality.
• Coordinate with Motilal Oswal and internal departments for operational requirements.
• Maintain accurate records and support internal audits and compliance reviews.
• Handle client queries, resolve operational issues, and elevate matters when required.
• Monitor daily workflows and ensure timely completion of assigned tasks.
• Ensure adherence to company policies and applicable compliance guidelines.

Qualification & Experience

• Educational Qualification: Any Graduate.
• Work Experience: Minimum 2 years in an AMC, stockbroking firm, or financial services company.
• Knowledge of KYC, documentation, client servicing, and back-office administration.
• Familiarity with back-office software, CRM systems, and MS Excel.
• Strong organisational, communication, problem-solving, and team-management skills.