Sambalpur, Orissa Back office executive Jobs – 2 Open Jobs Today

Back Office Executive
Sanayaa Capital Private Limited —Sambalpur, Orissa
- ₹15,000 - ₹25,000 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Up to 50% travel
Quick apply
8d
Data Entry Operator (DEO)
Vedic international school —Sambalpur, Orissa
- From ₹10,000 a month
- Full-time
- ERP systems
- English
- Databases
- Food provided
Quick apply

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Data Entry Operator (DEO)
Vedic international school —Sambalpur, Orissa
*Record Keeping:*Maintaining records of data entry activities and ensuring all data is backed up regularly. *Data Input:*Accurately entering data into various…
From ₹10,000 a month
Quick apply

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Back Office Executive

Sanayaa Capital Private Limited
Sambalpur, Orissa

Quick apply

Job details

Permanent | Full-time
₹15,000 - ₹25,000 a month
8 days ago

Qualifications

Microsoft Powerpoint
Microsoft Excel
Customer service
English
Microsoft Office
Administrative experience
Bachelor's degree
Content marketing
Organisational skills
Typing
Phone etiquette
Hindi
Office experience

Full job description

Client Relationship Management

Act as the primary point of contact for clients regarding operational and service-related queries.
Build and maintain strong relationships with existing clients.
Conduct regular follow-ups with clients for service requirements, documentation, renewals, and investment-related activities.
Ensure timely resolution of client concerns and maintain high service standards.
Maintain proper records of all client interactions and communications.

Client Onboarding & Documentation

Facilitate seamless onboarding of new clients.
Collect, verify, and maintain KYC documents and client records.
Ensure compliance with regulatory and internal documentation requirements.
Organize and maintain physical and digital client files systematically.
Update client information regularly in CRM and internal databases.

Mutual Fund Operations

Process mutual fund transactions including purchases, SIPs, STPs, SWPs, redemptions, and switches.
Coordinate with AMCs, RTA platforms, and investment partners for transaction processing.
Monitor transaction status and resolve operational issues.
Assist in portfolio reporting and investment review processes.
Maintain accurate records of all investment transactions.

Insurance Operations

Assist clients with health insurance, life insurance, and general insurance documentation.
Coordinate policy issuance, renewals, endorsements, and servicing.
Track premium due dates and ensure timely renewal follow-ups.
Liaise with insurance companies and service partners for smooth execution.

Administrative & Operational Support

Manage day-to-day operational activities of the office.
Maintain operational records, MIS reports, and dashboards.
Coordinate with vendors, partners, and internal team members.
Support compliance and audit-related documentation requirements.
Ensure proper filing and record management systems are maintained.

Communication & Correspondence

Draft professional emails, letters, client communications, and service updates.
Coordinate meetings, appointments, and client review sessions.
Handle inbound and outbound communication professionally.
Maintain effective communication across all departments and stakeholders.

Reporting & MIS Management

Record comprehensive client details using MS Office and CRM systems.
Prepare daily, weekly, and monthly operational reports.
Generate client portfolios, investment summaries, renewal reports, and business MIS.
Track pending tasks and ensure timely completion.

Presentation & Marketing Support

Design professional PowerPoint presentations for seminars, client meetings, workshops, and business events.
Assist in preparing marketing materials, brochures, and client communication content.
Support event coordination and client engagement initiatives.

Compliance & Quality Control

Ensure adherence to company policies and regulatory guidelines.
Maintain confidentiality of client information and business data.
Assist in compliance documentation and internal process improvements.
Ensure error-free execution of transactions and documentation.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Ability to commute/relocate:

Sambalpur, Odisha: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor's (Required)

Experience:

total work: 4 years (Required)

Language:

English (Required)
Hindi (Required)

Willingness to travel:

50% (Preferred)

Work Location: In person

Quick apply

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back office executive jobs in sambalpur, orissa

Back Office Executive

Data Entry Operator (DEO)

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