Back Office Assistant

Shashwat Fincap Imf; Ahmedabad District; On-site; INR 200,000 - 400,000; Full time

Job summary

Shashwat Fincap Imf is seeking a detail-oriented candidate to handle back-office and administrative duties in Ahmedabad. You will manage client documentation, KYC, and records, generate insurance quotations, and coordinate with clients and sub-brokers.

The role involves processing mutual fund transactions, SIPs, and equity/demat account openings, with data entry across Excel and the company software. Freshers are welcome, and prior experience in Insurance, Mutual Funds, Banking, Broking, or

Qualifications

• Graduate degree in Commerce/Finance preferred.
• Freshers can apply.
• Experience in Insurance / Mutual Funds / Banking / Broking / Financial Services advantageous.
• Good knowledge of MS Excel, Email & computer applications.
• Comfortable working with software / data-entry systems.
• Strong attention to detail and documentation.

Responsibilities

• Handle day-to-day back-office & administrative activities.
• Manage client documentation, KYC and records.
• Generate General Insurance quotations and coordinate with clients.
• Share payment links and follow up for timely payments.
• Coordinate insurance renewals with clients and Sub-Brokers.
• Assist with Insurance policy documentation, endorsements and service requests.
• Process and coordinate Mutual Fund transactions, SIPs and service requests.
• Assist with Equity/Demat account opening and documentation.
• Enter and maintain accurate data in Excel and company software; maintain client, policy and transaction records.
• Prepare basic MIS reports and daily activity reports.
• Coordinate with AMCs, Insurance Companies, Sub-Brokers and other service providers.
• Follow up with clients for pending documents, payments and other requirements.
• Support the Sales Team for smooth and timely client servicing.

Skills

MS Excel

Communication skills

Coordination

Data entry

Documentation

Education

B.Com / BBA / Finance / Commerce

Tools

MS Excel

Job description

Key Responsibilities

• Handle day-to-day back-office & administrative activities
• Manage client documentation, KYC and records
• Generate General Insurance quotations and coordinate with clients
• Share payment links and follow up for timely payments
• Coordinate insurance renewals with clients and Sub-Brokers
• Assist with Insurance policy documentation, endorsements and service requests
• Process and coordinate Mutual Fund transactions, SIPs and service requests
• Assist with Equity/Demat account opening and documentation
• Enter and maintain accurate data in Excel and company softwareMaintain client, policy and transaction records
• Prepare basic MIS reports and daily activity reports
• Coordinate with AMCs, Insurance Companies, Sub-Brokers and other service providers
• Follow up with clients for pending documents, payments and other requirements
• Support the Sales Team for smooth and timely client servicing

Candidate Profile

• Graduate B.Com / BBA / Finance / Commerce preferred
• Freshers can apply
• Experience in Insurance / Mutual Funds / Banking / Broking / Financial Services will be an advantage
• Good knowledge of MS Excel, Email & computer applications
• Comfortable working with software/data-entry systems
• Good communication and coordination skills
• Strong attention to detail and documentation
• Positive attitude with willingness to learn