Senior Back Office Executive

Probin Agarwalla; Siliguri; On-site; INR 300,000 - 420,000; Full time

Job summary

Probin Agarwalla in Siliguri, West Bengal, is seeking a seasoned client servicing professional to manage an existing portfolio of investors and drive relationship growth. You will explain mutual funds, SIPs and investment products, coordinate with internal teams, and ensure timely resolutions.

In-office role requiring strong communication, follow-up and ownership to meet business targets, with regular client meetings, CRM usage and compliance adherence.

Qualifications

• Graduate with good communication and relationship-building skills.
• Strong command of Hindi and English; Bengali an advantage.
• Proficient in MS Excel, email, CRM and digital platforms.

Responsibilities

• Manage an assigned portfolio of existing clients and investors.
• Build and maintain strong customer relationships through calls, meetings, and office interactions.
• Act as the primary contact for client servicing and investor relationship management.
• Coordinate with internal teams for timely resolution of client requirements.
• Explain mutual fund products, SIPs, transactions, KYC, and digital platforms in simple language.

Skills

Communication skills

Relationship building

Hindi & English

Bengali (advantage)

Follow-up skills

Excel/CRM basics

Willingness to learn

Ownership & coordination

Education

Graduate (any discipline)

Tools

Excel

CRM

Email

Digital platforms

Job description

Role & responsibilities

• Manage an assigned portfolio of existing clients and investors.
• Build and maintain strong customer relationships through regular calls, meetings, WhatsApp and office interactions.
• Act as the primary contact for client servicing and investor relationship management.
• Understand client requirements and coordinate with internal teams for timely resolution.
• Explain mutual fund products, investment products, SIPs, transactions, KYC, documentation and digital platforms in simple language.
• Conduct regular follow-ups regarding SIP investments, additional investments, transactions and investor service requirements.
• Focus on client retention and long-term relationship management.
• Identify opportunities for SIP increases, additional investments and cross-selling of relevant investment products.
• Generate and follow up on client referrals.
• Build relationships with newly onboarded investors.
• Conduct regular client meetings and relationship reviews.
• Coordinate with operations, back-office and senior relationship management teams.
• Maintain accurate records of client interactions, meetings, follow-ups and pending requirements.
• Track assigned business development and relationship management KPIs.
• Ensure timely closure of client queries and service requirements.
• Maintain complete confidentiality of client and investor information.
• Follow internal processes and applicable regulatory and compliance guidelines.

Candidate Requirements

• Graduate in any discipline.
• Strong communication, interpersonal and relationship-building skills.
• Good command of Hindi and English.
• Knowledge of Bengali will be an advantage.
• Comfortable interacting with customers/investors from different age groups.
• Strong follow-up and client servicing skills.
• Comfortable working with business and relationship management targets.
• Basic knowledge of Microsoft Excel, Email, CRM and digital platforms.
• Willingness to learn about mutual funds, SIPs and investment products.
• Strong ownership and ability to coordinate with multiple internal departments.

Working Hours

• Monday to Friday: 9:30 AM 7:00 PM
• Saturday: 9:30 AM 2:30 PM
• Lunch Break: 3:30 PM 4:30 PM

Work Location

Siliguri, West Bengal

Work Mode

In-office

Preferred candidate profile

Immediate and early joiners will be preferred.