Back Office Executive

Job Title: Back Office / Operations Executive – RTA Coordination & Client Support

Location: Chakala, Andheri East Mumbai

Salary Bracket: 16000 - 25000 Rs. basis the experience

Company: Green Stapler specializes in recovering financial investments like shares, mutual funds, and other assets for our clients. We are looking for a Client/ Project Coordinaton Executive / Relationship Manager to join our team and ensure seamless coordination and timely completion of tasks.

Job Summary:

We are looking for a proactive and detail-oriented Back Office Executive to manage and resolve communication with Registrars and Transfer Agents (RTAs) on behalf of clients. This role is pivotal in ensuring the smooth execution of share recovery processes by addressing information bottlenecks and pushing the process forward. The candidate will also be responsible for supporting clients by resolving queries and offering timely updates.

Key Responsibilities:

1. RTA Coordination

• Proactively call and follow up with RTAs (e.g., KFintech, Link Intime, etc.) to resolve pending queries, obtain clarification, and push through stalled cases.
• Understand the documentation and compliance requirements of each RTA and ensure those are communicated back clearly to internal teams or clients.
• Log all interactions and updates for each case in the internal CRM or tracker system to maintain transparency and accountability.

2. Query Resolution and Escalation Management

• Identify and resolve process bottlenecks where cases are stuck due to ambiguity, pending clarifications, or document issues.
• Work closely with other internal departments (legal, documentation, client service) to clarify requirements and facilitate timely action.
• Maintain ownership of issues until closure and escalate complex matters to senior staff when required.

3. Client Communication

• Interact with clients via phone or email to provide updates on their cases and address general queries.
• Ensure clients understand the RTA requirements and guide them on the next steps if any action is required from their side.
• Be empathetic, patient, and professional while dealing with sensitive client matters.

Skills & Qualifications:

• Graduate in any discipline (Commerce preferred).
• 1–3 years of experience in back-office operations, preferably in financial services or RTA-related work.
• Strong verbal communication skills in English and Hindi. Other regional languages are a plus.
• Proficiency in MS Excel, Word, and Google Sheets.
• Ability to multitask, prioritize and handle high-pressure situations with maturity.
• Willingness to make frequent calls and maintain accurate documentation.

Job Types: Full-time, Permanent

Pay: ₹16,000.00 - ₹25,000.00 per month

Work Location: In person