Expert Fintech Private Limited
Website:
expertfintech.com
Job details:
Company Description Expert Fintech Private Limited is a corporate channel partner for leading banks and Non-Banking Financial Companies (NBFCs). The company focuses on connecting customers with a wide range of financial products and services through trusted institutional relationships. Team members work closely with banking and finance partners to support smooth operations and customer service. The organization values accuracy, compliance, and professionalism in all interactions. Joining Expert Fintech offers opportunities to grow in the financial services sector and collaborate with multiple financial institutions.
Role Description The Back Office Executive role is a full-time, on-site position based in Agra. The role involves handling day-to-day back office operations, including data entry, record maintenance, documentation, and processing applications for various banking and finance products. Responsibilities include coordinating with front-line teams and partner banks or NBFCs, ensuring accurate and timely updates in systems, and supporting compliance with company and partner guidelines. The Back Office Executive will also assist in preparing reports, tracking customer cases, and providing administrative support to sales and finance teams. The role requires attention to detail, adherence to procedures, and effective communication with internal stakeholders.
Qualifications
- Strong proficiency in Back Office Operations and Office Operations, including data entry, documentation, and record management.
- Effective Communication skills for coordinating with internal teams and partner institutions.
- Basic understanding of Sales processes to support lead management, application tracking, and follow-ups.
- Fundamental knowledge of Finance concepts related to banking and NBFC products.
- Proficiency with MS Office tools (Excel, Word, Outlook) and comfort working with digital/online systems.
- Ability to work accurately, meet deadlines, and follow structured processes.
- Prior experience in banking, finance, or back office roles is an advantage.
- Minimum educational qualification: bachelor’s degree or equivalent; relevant diplomas or certifications in finance or business administration are a plus.
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