Job Description

Gurgaon, Sector 56

Key Responsibilities:
Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.) Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups. Update and manage CRM systems, Excel sheets, and other reporting tools. Assist in transaction processing for mutual funds, insurance, and demat services. Ensure compliance with SEBI/IRDA/AMFI regulations. Prepare MIS reports and summaries for management. Handle customer service backend tasks like updating details, resolving queries (non-voice). Manage filing, scanning, and digital record keeping.

Required Skills & Qualifications:
Graduate in Commerce, Finance, or related field. Minimum 1 year of experience in financial operations/back office (freshers with good skills can apply). Strong knowledge of MS Excel, email drafting, and CRM usage. Basic understanding of financial products like mutual funds, insurance, SIP, Demat etc. Good communication and coordination skills.

Key Traits We Value:
Accuracy & attention to detail Discipline & time management Trustworthiness & data confidentiality Team player attitude

Office Timing


Monday to Saturday - (9:30 to 6:00)
Experience 0 - 3 Years


Salary 1 Lac 50 Thousand To 3 Lac P.A.


Industry Front Office / Reception / Computer Operator / Assistant


Qualification Higher Secondary, Secondary School, B.A, B.Com, Bachelor of Hotel Management, B.Sc


Key Skills Back Office Coordinator

Account Opening

Key Accounts

Account Opening

Relationship Manager

Relationship Officer

CRM Sales

CRM Systems Analyst

CRM Systems

Data Entry

Data Entry Operator

Data Entry Executive

Excel Sheet

MIS Reports

MIS

Customer Support