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Opening For Back Office Executive - Preferred Candidates from Banking Sector

Golden Oak Financial Services · All India

📅 05/08/2026
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JD for Back end cum Relationship Management * To manage end to end process, starting from login the file - resolving pendencies - sanction of application - Disbursal. * We primarily worked with Govt financial institutions like Banks, various other organizations - Meeting bank officers wen required * Need to assist me,on client meetings, get documemtation completed & login of application. * Maintaining complete MIS for all applications & managing, leads for telecalling team. * We are Mutual Fund brokers as well, wherein person needs to maintain complete coordination with AMC's and respective RM's * Opening of DEMAT ac, ensuring SIP enforcement, generating portfolio reports, sharing with clients. * Mainiting complete SIP trackker * CTC - INR 2.5 lacs - 3 lacs + Incentives ( basis experience ) * Well versed with excel, email drafting, Ms office, valuable communication skills. Compensation: 15,000.00 - 25,000.00 per month Work Location: In person .
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