Back Office Executive

JAGMAYA FINANCIAL SERVICES; Darbhanga; On-site; INR 300,000 - 420,000; Full time

Benefits offered by this job

Training on financial-services ops

Learn Mutual Fund & Insurance

Career growth opportunities

Stable work environment

Job summary

JAGMAYA FINANCIAL SERVICES is seeking a capable Back-Office Executive in Darbhanga. The role focuses on day-to-day operations, client servicing, and documentation across financial services. Proficiency in MS Office and Canva is essential, with good Hindi and workable English communication.

Responsibilities include maintaining client MIS, preparing statements, and coordinating follow-ups. Freshers may apply if strong MS Office skills; 2 years of experience is preferred.

Qualifications

• Graduate with B.Com/BBA/Commerce background.
• 2 years of experience in Back Office, Documentation, Client Servicing, Accounts, Banking or Financial Services.
• Freshers may apply only if strong MS Office skills.
• Good working knowledge of MS Excel and MS Word.
• Basic Canva skills preferred.

Responsibilities

• Handle day-to-day back-office operations and client servicing.
• Prepare reports and maintain client MIS and records accurately.
• Prepare, download and send client statements using financial software.
• Assist in Mutual Fund, Insurance and other financial-services processing and documentation.
• Handle client calls, WhatsApp and email communications professionally.
• Prepare basic PowerPoint presentations and routine office documents.

Skills

MS Excel

MS Word

Canva

Excel formulas

Data handling

Hindi communication

English communication

Education

B.Com / BBA / Commerce

Tools

Financial software

Job description

Role & responsibilities

• Handle day-to-day back-office operations and client servicing.
• Work on MS Excel, MS Word and other office applications for reports, records and documentation.
• Maintain client database, MIS and records accurately.
• Prepare, download and send client statements/reports using financial software.
• Assist in Mutual Fund, Insurance and other financial-services related documentation and processing.
• Handle client calls, follow-ups, WhatsApp and email communication professionally.
• Prepare/edit basic creatives using Canva and assist in social-media posting.
• Prepare basic PowerPoint presentations, letters and routine office documents.
• Coordinate pending client requirements and maintain systematic follow-up records.

Preferred candidate profile

THIS POSITION IS CURRENTLY OPEN FOR FEMALE CANDIDATES.

• Graduate; B.Com/BBA/Commerce background preferred.
• 02 years of experience in Back Office, Documentation, Client Servicing, Accounts, Banking, Insurance or Financial Services preferred.
• Freshers may apply only if they have good practical computer and MS Office skills.
• Good practical working knowledge of MS Excel and MS Word is essential.
• Candidate should be comfortable with basic Excel formulas, sorting, filtering, formatting and data handling.
• Basic working knowledge of Canva preferred.
• Comfortable with Email, Internet, PDF handling and basic PowerPoint.
• Good Hindi communication and workable English.
• Responsible, organized, detail-oriented and willing to learn new software.

Perks and benefits

• Training on financial-services operations and related software.
• Opportunity to learn Mutual Fund, Insurance and other financial-services processes.
• Professional exposure to client servicing and financial operations.
• Opportunity to develop digital and office-application skills.
• Stable work environment with long-term learning and career-growth opportunities.