Job Description – B2B Back Office Executive
Department: Operations / Back Office
Job Summary:
Arham Wealth Management Pvt. Ltd. is looking for a detail-oriented and responsible B2B Back Office Executive to manage operational and coordination activities related to business partners, clients, and internal teams. The candidate will be responsible for handling backend operations, maintaining records, coordinating with branches and partners, and ensuring smooth processing of business activities.
Key Responsibilities:
- Handle day-to-day B2B back office operations efficiently.
- Maintain and update client and partner records in the system.
- Coordinate with branches, business associates, and internal departments.
- Process operational requests, documentation, and approvals.
- Prepare reports, MIS, and data management as required.
- Ensure timely follow-up on pending operational activities.
- Verify documents and maintain proper records.
- Support sales and relationship teams with backend coordination.
- Handle email communication and operational queries professionally.
- Maintain confidentiality and accuracy in all operational work.
Required Skills:
- Good communication and coordination skills.
- Strong knowledge of MS Excel and computer operations.
- Ability to manage data and documentation accurately.
- Good organizational and time-management skills.
- Ability to work in a fast-paced environment.
- Basic understanding of financial services/back office operations will be preferred.
Qualification:
- Graduate in any stream.
- Experience in back office or operations role preferred.
Experience:
Work Location: In person
