▷ [26/10/2025] Back Office Assistant
3 days ago
Location: Chickpet, Bengaluru (Candidates within a 5 km radius preferred) Company: Bafna Insurance & Investments Experience: 0–2 years Education: High School Graduation (10+2) required (Graduates or in university preferred, especially with a degree in Sales/Marketing/Commerce) Age Group: 18-30 Company Description Bafna 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 Overview We 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 Description - Maintain 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-starter - Strong 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. Qualification - Minimum: 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. Compensation - Salary: 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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Back Office Assistant
3 days ago
bangalore, India Bafna Insurance and Investment Full timeLocation: 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,...
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Back Office Assistant
3 days ago
Bangalore Urban, India Bafna Insurance and Investment Full timeLocation: Chickpet, Bengaluru (Candidates within a 5 km radius preferred) Company: Bafna Insurance & Investments Experience: 0–2 years Education: High School Graduation (10+2) required (Graduates or in university preferred, especially with a degree in Sales/Marketing/Commerce) Age Group: 18-30 Company Description Bafna Insurance & Investments, founded in...
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