Back Office Executive

• Job Responsibilities:

• Mutual Fund processing (SIP, lumpsum, redemptions, KYC support)
• Insurance proposal support & documentation
• Handling client service queries (calls & WhatsApp)
• Data entry, report maintenance & follow-ups
• Coordination with internal team for smooth operations

• Additional Responsibilities:
• 
  
• Basic client calling for follow-up & service updates
• Support in client acquisition activities (training will be provided)
• Attend minimum 1 client meeting per month (for learning & exposure)

• Candidate Requirements:
• Basic knowledge of finance (MF / Insurance preferred)
• Good communication skills (Gujarati + Hindi required)
• Basic computer knowledge (Excel, WhatsApp, email)
• Discipline, responsibility & willingness to learn

• Salary & Growth:Salary:
• ₹12,000 – ₹15,000 (based on experience)
• Performance-based increment
• Long-term growth opportunity in financial services

• Work Culture:Fixed office timing
• Stable & long-term job
• Learning-focused environment

👉 Looking for serious candidates who want long-term career growth, not short-term job change.