Back Office Assistant

2 days ago

Bengaluru, India Bafna Insurance and Investment Full time

Location: Chickpet, Bengaluru (Candidates within a 5 km radius preferred)Company: Bafna Insurance & InvestmentsExperience: 0–2 yearsEducation: High School Graduation (10+2) required (Graduates or in university preferred, especially with a degree in Sales/Marketing/Commerce)Age Group: 18-30 Company DescriptionBafna Insurance & Investments, founded in 2009, is a trusted financial consultancy providing personalized insurance and investment solutions. We specialize in Life, Health, General Insurance, and Mutual Funds — helping individuals and families build secure financial futures.Our office is located in Chickpet, Bengaluru — a vibrant commercial hub with excellent transport connectivity. While the area is bustling, our workspace offers a comfortable, organized environment designed for focused work and client service.Role OverviewWe are looking for a proactive and detail-oriented Back Office Assistant to support the day-to-day operations of our growing consultancy. This role is ideal for someone who enjoys organization, client coordination, and learning about the financial services industry.You’ll play a key part in helping our Founder, Rinku Bafna, focus on client advisory and business expansion by managing administrative and support tasks efficiently.Job DescriptionMaintain and update client records (digital and paper-based).Assist in preparing policy documents, investment summaries, and client reports.Coordinate with clients for renewals, documentation, and follow-ups.Manage daily office communications — phone calls, emails, and WhatsApp messages.Schedule client meetings, organize files, and ensure smooth office operations.Support basic data entry and CRM updates (training will be provided).Handle policy renewals and track payment reminders.Assist with basic marketing and client engagement initiatives (WhatsApp/Email campaigns).Candidate Profile Proactive, self-motivated, and eager to learn.Independent thinker and self-starterStrong communication and coordination skills.Good organizational skills and attention to detail.Comfortable with computers, Excel, and digital tools.Lives within 5 km of Chickpet (preferred due to commute convenience).Open to individuals who fit the profile well irrespective of gender, caste or creed. QualificationMinimum: SSLC + 2 years of further education.Preferred: Bachelor’s degree in Commerce, Marketing, or related field.Working knowledge of Hindi, English, and Kannada. Freshers are welcome; prior office/insurance experience is an advantage.CompensationSalary: Competitive and industry-aligned, with growth opportunities based on performance.Supportive work culture with hands-on training in insurance and investments.Email your CV to bafnasolutions@gmail.com with the subject line: 👉 Application for Back Office Assistant – Bafna Insurance & Investments

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