Back Office Executive

5 days ago

Pai Nagar Mumbai, India Pal Associate Full time ₹ 2,00,000 - ₹ 6,00,000 per year
  • Key Responsibilities: Handle Mutual Fund applications, SIP registrations, redemptions, and switches.
  • Maintain and update client portfolio data in software and Excel sheets.
  • Process Mediclaim proposals, renewals, and policy documentation.
  • Coordinate with AMCs, insurance companies, and brokers for back-office tasks.
  • Maintain records of client KYC, nomination, and service requests.
  • Generate periodic MIS reports, statements, and renewal reminders.
  • Assist in uploading and reconciling transactions in respective platforms.
  • Ensure accuracy and confidentiality of all client information.
  • Desired Candidate Profile: Female candidate only.
  • Should be non-sales oriented — this role involves no calling or client interaction.
  • Basic knowledge of MS Excel, MS Word, and Email communication is required.
  • Preferably from a financial / investment/insurance background.
  • Should be detail-oriented, disciplined, and willing to learn back-office operations.
  • Good written communication skills in English and Hindi.

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