Back Office Assistant

VIC Wealth Imf Llp; Kolkata District; On-site; INR 112,000 - 279,000; Full time

Benefits offered by this job

Professional working environment

Learning opportunity in insurance and

Incentives and career growth

Long-term career opportunity

Job summary

VIC WEALTH IMF LLP in Kolkata invites a careful Back Office Executive to join our team. You will manage documentation, data entry, and day-to-day operational tasks, ensuring accuracy and confidentiality of customer information.

The role requires 3 years in back office, insurance, banking, or customer service, with good Hindi communication and proficiency in MS Excel/Google Sheets. Fresher can apply; 12th pass or graduate preferred. We offer a professional environment and opportunities for growth.

Qualifications

• 3 years of experience in back office, insurance, banking or customer service.
• Proficient in MS Excel and Google Sheets.
• Good typing and data-entry skills.
• Knowledge of Hindi; English a plus.

Responsibilities

• Maintain and update customer and policy records.
• Handle data entry and daily/weekly reports.
• Coordinate documents with customers, insurers and internal teams.
• Ensure accuracy and confidentiality of customer information.
• Support back-office and administrative tasks daily.
• Follow up on pending documents and renewals.
• Track documents, renewals and required information.

Skills

MS Excel

Google Sheets

Data entry

Typing

Attention to detail

Organization

Hindi communication

Education

12th Pass / Graduate

Tools

MS Word

Job description

Company: VIC WEALTH IMF LLP
Job Type: Full Time
Department: Back Office / Operations
Experience: 03 Years
Employment Type: Full Time
Location: Kolkata, PS Qube
Salary: 10,000 25,000 per month (depending on experience & skills)

Job Description:

We are looking for a responsible and detail-oriented Back Office Executive to join our team. The candidate will be responsible for handling documentation, data entry, policy-related records, customer coordination, claim-related documentation and day-to-day operational activities.

The ideal candidate should have good communication skills, basic knowledge of MS Excel/Google Sheets, good computer skills and the ability to maintain records accurately.

Role & responsibilities:

• Maintain and update customer and policy-related records.
• Handle data entry and prepare daily/weekly reports.
• Manage insurance-related documents and maintain proper filing.
• Coordinate with customers regarding documents, policy requirements and pending information.
• Assist in preparing and checking claim-related documents.
• Follow up for pending documents and requirements.
• Coordinate with insurance companies, customers and internal team members.
• Maintain Excel/Google Sheets and other operational records.
• Support the team in day-to-day back-office and administrative activities.
• Ensure accuracy and confidentiality of customer information.
• Track pending cases, renewals, documents and other follow-ups.
• Perform other operational tasks assigned by management.

Preferred candidate profile:

• Minimum qualification: 12th Pass / Graduate.
• Fresher candidates can also apply.
• 03 years of experience in back office, insurance, banking, finance or customer service will be preferred.
• Basic knowledge of MS Excel, Word and Google Sheets.
• Good typing and data-entry skills.
• Good Hindi communication; knowledge of English will be an advantage.
• Good organizational and follow-up skills.
• Ability to maintain accuracy while handling multiple tasks.
• Should be responsible, disciplined and willing to learn.

Perks and benefits:

• Professional working environment.
• Learning opportunity in insurance, financial services and claims.
• Opportunity to develop operational and customer-handling skills.
• Performance-based incentive opportunities.
• Long-term career opportunity for deserving candidate