Back Office & Client Support Executive (Non-Sales)

Job Summary

We are looking for a responsible and organized Back Office & Client Support Executive to support our clients and daily operations.

This role is non-sales and focuses on client handling, trade execution support, record keeping, and regular communication with clients over phone, WhatsApp, and email.

• Key Responsibilities

• Provide client trade and execution support over telephone
• Give regular market updates to clients
• Record all client transactions accurately in Excel
• Update trades and information via phone calls, WhatsApp, email, and trade logs/journals
• Maintain daily trade records and client transaction history
• Take regular follow-ups with clients
• Handle client queries and provide operational support
• Ask clients on a daily basis about fund position, including inflow and outflow of funds
• Maintain proper client records, documents, and communication logs
• Ensure accuracy, confidentiality, and timely updates

• Required Skills & Qualifications

• Graduate or undergraduate in Commerce, Finance, or any related field
• basic understanding of finance is a plus
• Basic knowledge of MS Excel and computer operations
• Good communication skills in Hindi / English (Marathi is an advantage)
• Organized, disciplined, and detail-oriented
• Comfortable with daily calling and client interaction

• Important Note

• This is a non-sales role
• No target pressure
• Focus is on support, execution, updates, and record keeping