Job Description
Key Responsibilities:
Handle KYC documentation and ensure compliance with regulatory requirements
Assist in onboarding clients for mutual funds, insurance, and other financial products
Maintain accurate client records and update databases regularly
Coordinate with clients for document collection and follow-ups
Process transactions such as SIP registrations, redemptions, switches, and policy updates
Support insurance-related tasks including policy issuance, renewals, and servicing
Track pending cases and ensure timely closure
Generate reports, statements, and MIS as required
Liaise with internal teams, AMCs, and insurance companies for smooth operations
Manage emails, calls, and routine administrative tasks
Skills Required:
Basic knowledge of financial products (Mutual Funds, Insurance, KYC norms)
Good communication and follow-up skills
Proficiency in MS Excel and office tools
Attention to detail and strong organizational skills
Experience:
0–2 years (Freshers with relevant knowledge can apply)
Qualification:
Graduate in Commerce/Finance or related field preferred
Job Types: Full-time, Permanent
Pay: ₹10,000.00 - ₹15,000.00 per month
Benefits:
Cell phone reimbursement
Commuter assistance
Internet reimbursement
Leave encashment
Experience:
Insurance sales: 1 year (Preferred)
Work Location: In person
Handle KYC documentation and ensure compliance with regulatory requirements
Assist in onboarding clients for mutual funds, insurance, and other financial products
Maintain accurate client records and update databases regularly
Coordinate with clients for document collection and follow-ups
Process transactions such as SIP registrations, redemptions, switches, and policy updates
Support insurance-related tasks including policy issuance, renewals, and servicing
Track pending cases and ensure timely closure
Generate reports, statements, and MIS as required
Liaise with internal teams, AMCs, and insurance companies for smooth operations
Manage emails, calls, and routine administrative tasks
Skills Required:
Basic knowledge of financial products (Mutual Funds, Insurance, KYC norms)
Good communication and follow-up skills
Proficiency in MS Excel and office tools
Attention to detail and strong organizational skills
Experience:
0–2 years (Freshers with relevant knowledge can apply)
Qualification:
Graduate in Commerce/Finance or related field preferred
Job Types: Full-time, Permanent
Pay: ₹10,000.00 - ₹15,000.00 per month
Benefits:
Cell phone reimbursement
Commuter assistance
Internet reimbursement
Leave encashment
Experience:
Insurance sales: 1 year (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Back Office Assistant position is now open for candidates interested in the Data Entry Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Data Entry Jobs is a plus.