Back Office Executive

Role Overview:

We are looking for a proactive and organized Office Executive to join My Niveshak . This role is ideal for someone who is enthusiastic about digital marketing, client engagement, and administrative support. The selected candidate will play a key role in enhancing our social media presence, assisting in business development activities, and ensuring smooth operational support for webinars, seminars, and client registrations.

Key Responsibilities:

Reporting & Documentation

• Prepare and maintain daily, weekly, and monthly reports on business activities and client interactions.
• Assist in tracking marketing and operational metrics.

Client Engagement & Business Development

• Conduct telecalling with new and existing clients to explore business opportunities.
• Support the team in setting up appointments and nurturing leads.

Client Onboarding & Registration

• Assist with client registration, documentation, and maintaining client records efficiently.

Event & Webinar Support

• Assist in organizing and coordinating webinars, seminars, and client events.
• Ensure smooth logistics, follow-up communications, and participant engagement.

Training & Growth Opportunities:

• Complete training will be provided for all required tools and workflows.
• Exposure to real-world financial advisory practices and digital marketing strategies.

Work Policies:

• Working Days: Monday to Saturday
• Working Hours: 10:00 AM to 6:00 PM
• Notice Period: 1 month
• Failing to serve the notice period will result in deduction of one months salary .
• Leave Policy:
• All leaves must be informed and approved in advance , except in case of emergencies.
• Unapproved leaves , especially adjacent to weekends, will attract salary deductions .
• Medical leave must be supported by a valid doctors certificate .

Salary:

• Rs. 8,000/- per month with incentives

Who Should Apply:

• Candidates with basic digital & communication skills.
• Interest in financial advisory and content creation.
• Familiarity with Canva, basic video editing, and social platforms is a plus. (Training will be provided.)