Back Office Executive

Cresta Wealth Private Limited
Baner, Pune
₹20,000 - ₹22,000 monthly

Fixed

₹20,000 - ₹22,000

Earning Potential

₹22,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

29 applicants

29 applicants

Job Description

Company: Cresta Wealth Pvt. Ltd.

Location: Baner, Pune

Job Type: Full-Time | Work from Office

Experience: Fresher to 3 Years

Qualification: Any Graduate (B.Com, BBA or BMS preferred)

Salary: As per experience and skills


About the Company: Cresta Wealth Pvt. Ltd. is a Pune-based wealth management and financial planning firm with over 18 years of experience. We help individuals and families manage their investments and achieve their financial goals.


We are looking for a sincere, detail-oriented and responsible Back Office Executive to support our daily operations and client servicing activities.

  • Key Responsibilities: Process and coordinate mutual fund transactions, including purchases, redemptions, SIPs and switches.
  • Handle client onboarding, KYC documentation, account opening and data verification.
  • Maintain client records, investment reports and transaction details.
  • Coordinate with mutual fund companies, investment platforms and other service providers.
  • Track pending transactions, service requests and follow-ups to ensure timely completion.
  • Assist the team in preparing portfolio statements, reports and other client documents.
  • Communicate with clients through calls, emails and WhatsApp for operational requirements.
  • Perform routine data entry, documentation and administrative tasks.
  • Skills Required: Good working knowledge of MS Excel, Word and email communication.
  • Basic English communication skills; knowledge of Marathi and Hindi preferred.
  • Good attention to detail and accuracy in data handling.
  • Ability to organise tasks, follow up regularly and meet deadlines.
  • Willingness to learn financial products and investment operations.
  • Responsible, punctual and comfortable working in a team.
  • Candidate Profile: Fresh graduates are welcome to apply.
  • Experience in mutual funds, banking, financial services or back-office operations will be an advantage.
  • Candidates residing in Baner, Balewadi, Aundh, Pashan, Wakad or nearby areas will be preferred.
  • What We Offer: Opportunity to learn mutual fund and wealth-management operations.
  • Training and guidance from an experienced team.
  • Professional and supportive working environment.
  • Long-term career growth opportunities.

Interested candidates can apply through this job portal or share their updated resume at harsha@crestawealth.com

Job role

Work location
Work locationCresta Wealth, Pancard Club Road, Baner Gaon, Baner, Pune, Maharashtra, India
Department
DepartmentAdmin / Back Office / Computer Operator
Role / Category
Role / CategoryBack Office
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
English level
English levelBasic English
Age limit
Age limit22 - 36 years
Gender
GenderFemale

About company

Name
NameCresta Wealth Private Limited
Address
AddressCresta Wealth, Pancard Club Road, Baner Gaon, Baner, Pune, Maharashtra, India
Job posted by Cresta Wealth Private Limited

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You can expect a minimum salary of 20,000 INR and can go up to 22,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Pune at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 23 Oct 2026. For more details, download apna app and find Full Time jobs in Pune . Through apna, you can find jobs in 64 cities across India. Join NOW!