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Customer Support / Back Office Executive

T&A Solutions · Full-time · Mumbai

Strong communication, organizational, and problem-solving skills
Location
Mumbai
Experience
2 - 3 Years
Salary
Depends on interview
Qualification
Graduation
Openings
1
Posted
Aug 13, 2026
Gender
Any
Category
Consultancy

1 About the Role

We are a financial services company specializing in Mutual Fund Distribution, committed to providing professional investment solutions and exceptional client servicing.

2 Key Responsibilities

  • Handle customer queries, provide support, and ensure timely resolution.
  • Maintain client records, prepare reports, and update MIS on a regular basis.
  • Assist in processing investment transactions, documentation, and compliance requirements.
  • Coordinate with internal teams to ensure smooth operations and client satisfaction.
  • Generate and analyze reports in Excel for management review.
  • Support day-to-day back-office operations related to financial services.

3 What We're Looking For

  • Proficiency in MS Office with strong knowledge of Excel/MIS.
  • 3–5 years of experience in financial services, back-office operations, or customer support (preferred).
  • Strong communication, organizational, and problem-solving skills.
  • Attention to detail and ability to work independently as well as in a team.
Experience
2 - 3 Years
Qualification
Graduation

4 How to Apply

Email your updated resume to hr5@tasolutions.in
Call or WhatsApp us at 9041287949
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