Back Office Assistant

Key Responsibilities

• Handle day-to-day back-office & administrative activities
• Manage client documentation, KYC and records
• Generate General Insurance quotations and coordinate with clients
• Share payment links and follow up for timely payments
• Coordinate insurance renewals with clients and Sub-Brokers
• Assist with Insurance policy documentation, endorsements and service requests
• Process and coordinate Mutual Fund transactions, SIPs and service requests
• Assist with Equity/Demat account opening and documentation
• Enter and maintain accurate data in Excel and company software
• Maintain client, policy and transaction records
• Prepare basic MIS reports and daily activity reports
• Coordinate with AMCs, Insurance Companies, Sub-Brokers and other service providers
• Follow up with clients for pending documents, payments and other requirements
• Support the Sales Team for smooth and timely client servicing

Candidate Profile

• Graduate B.Com / BBA / Finance / Commerce preferred
• Freshers can apply
• Experience in Insurance / Mutual Funds / Banking / Broking / Financial Services will be an advantage
• Good knowledge of MS Excel, Email & computer applications
• Comfortable working with software/data-entry systems
• Good communication and coordination skills
• Strong attention to detail and documentation
• Positive attitude with willingness to learn