Back Office Executive

Job Description: Back Office Executive – Finance DSA

Position Overview

We are seeking an experienced Back Office Executive to join our Finance DSA team. The ideal candidate will be responsible for managing operational, administrative, and compliance-related tasks that ensure smooth functioning of financial product distribution. This role requires strong organizational skills, attention to detail, and the ability to handle confidential financial data with integrity.

Key Responsibilities

• Documentation & Compliance
• Prepare, verify, and maintain client documentation for loans, mutual funds, insurance, and other financial products.
• Ensure adherence to regulatory guidelines, KYC norms, and audit requirements.
• Coordinate with banks, NBFCs, and financial institutions for compliance submissions.
• Operational Support
• Manage data entry, record keeping, and MIS reporting.
• Track applications, approvals, disbursements, and settlements.
• Handle account segregation, reconciliation, and back-end processing.
• Client & Partner Coordination
• Support front-end teams by providing accurate information and timely updates.
• Liaise with financial partners for query resolution and documentation follow-ups.
• Maintain professional communication with clients regarding status updates.
• Process Improvement
• Identify gaps in workflow and suggest automation or efficiency enhancements.
• Assist in developing templates, dashboards, and reporting systems for better transparency.

Required Skills & Qualifications

• Graduate/Postgraduate in Commerce, Finance, or Business Administration.
• Minimum 3–5 years of back-office experience in financial services, banking, or NBFC operations.
• Strong knowledge of financial products (loans, mutual funds, insurance).
• Proficiency in MS Office (Excel, Word, PowerPoint) and CRM/ERP systems.
• Excellent organizational and multitasking abilities.
• Strong communication skills (written and verbal).
• High level of integrity and confidentiality in handling financial data.

Preferred Attributes

• Experience working in a DSA environment.
• Familiarity with regulatory documentation and compliance processes.
• Ability to work independently and support cross-functional teams.
• Problem-solving mindset with attention to detail.

Compensation & Growth

• Competitive salary based on experience.
• Opportunity to grow into senior operational or compliance roles.
• Exposure to diverse financial products and institutional partnerships