Back Office / Operations Executive

The Back office Executive will be responsible for managing administrative and operational tasks. This position is responsible for data entry, record maintenance, processing transactions and coordinating with other departments to ensure efficient workflow. This role involves working closely with clients to understand their financial needs, promoting relevant products and ensuring high levels of customer satisfaction.

As an Operations Manager, additional responsibilities include leading a team of sales professionals and developing strategies to maximize revenue growth.

Key Responsibilities:

- Data Management: Accurately enter and update customer and financial data into the company's system. Maintain and update records of financial transactions, loan details and client accounts.

- Transaction Processing: Process financial transactions, including payments, refunds and account reconciliations. Ensure timely and error-free handling of banking and fund transfer activities.

- Compliance and Quality Assurance: Conduct quality checks on processed work to minimize errors and risks.

- Coordination and Support: Collaborate with front-office staff to resolve customer queries and issues. Support departments like finance, operations, and customer service with back end tasks.

- Technology and tools: Use financial software, CRM systems, and other tools for data management and reporting.

- Client Acquisition & Sales Generation: Identify, develop and secure new business opportunities.

- Market Research & Strategy: Conduct market research to identify prospective clients and trends in the finance sector. Stay updated on industry developments, new products, and competitor offerings to maintain a competitive edge.

Contact details: 9929795109 (HR)