Job Description – Customer Service Executive & Back Office Executive Pitanga Wealth Pvt. Ltd.Position
Customer Service Executive & Back Office Executive
Location
West Delhi
About Pitanga Wealth Pvt. Ltd.
Pitanga Wealth Pvt. Ltd. is a financial services company providing support and assistance across investment-related products, mutual funds, insurance, loans, stock market account services, financial planning support, and customer relationship management. We are committed to delivering professional, responsive, and client-focused service.
Key ResponsibilitiesCustomer Service Responsibilities
- Handle inbound and outbound client calls professionally.
- Assist clients with account-related queries and service requests.
- Provide timely updates regarding applications, documentation, and service processes.
- Maintain strong client relationships through regular follow-ups.
- Resolve customer concerns and coordinate with internal teams for quick resolution.
- Ensure high levels of client satisfaction and service quality.
- Record all client interactions and updates in CRM systems.
- Coordinate welcome calls for new clients and maintain engagement.
Back Office Responsibilities
- Process client documentation and verify application forms.
- Maintain accurate records of customer data and transactions.
- Support KYC, onboarding, account opening, and document management processes.
- Update CRM, Excel sheets, and internal software on a daily basis.
- Coordinate with service providers and internal departments for case processing.
- Prepare reports, MIS, and business activity records.
- Ensure proper filing and maintenance of digital and physical records.
- Monitor pending cases and follow up until completion.
Required Skills
- Excellent communication and customer handling skills.
- Good knowledge of MS Excel, Google Sheets, and computer applications.
- Strong follow-up and coordination abilities.
- Attention to detail and documentation accuracy.
- Ability to manage multiple tasks and deadlines.
- Professional attitude with a customer-first approach.
- Strong organizational and problem-solving skills.
Qualification
- Graduate in any discipline.
- Freshers with excellent communication skills may apply.
- Experience in customer service, financial services, banking, insurance, mutual funds, or back-office operations will be preferred.
Preferred Candidate Profile
- Positive and professional attitude.
- Strong telephone etiquette and client communication skills.
- Ability to work in a target-oriented and service-driven environment.
- Quick learner with strong administrative capabilities.
- Team player with a commitment to delivering quality service.
What We Offer
- Professional work environment.
- Career growth opportunities.
- Performance-based incentives.
- Training and skill development programs.
- Opportunity to work with a growing financial services organization.
Apply Now
Join Pitanga Wealth Pvt. Ltd. and build a rewarding career in customer service and financial operations.
Job Type: Full-time
Pay: ₹16,000.00 - ₹20,000.00 per month
Benefits:
- Cell phone reimbursement
Education:
- Higher Secondary(12th Pass) (Preferred)
Experience:
- total work: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Language:
- English (Preferred)
- Hindi (Preferred)
Work Location: In person