Female - Back Office Coordinator in Sector 83 Gurgaon Fresher

Capital Placement Services; Gurugram District; On-site; INR 150,000 - 300,000; Full time

Job summary

A recruitment agency in Gurugram is looking for a Back Office Coordinator with strong MS Excel skills and a minimum of 1 year experience in financial operations. Responsibilities include maintaining client documentation, managing CRM systems, and assisting in transaction processing. The ideal candidate is a graduate in Commerce or Finance. This role offers a salary between 1.5 to 3 lakhs per annum.

Qualifications

• Minimum 1 year of experience in financial operations/back office.
• Basic understanding of financial products like mutual funds and insurance.

Responsibilities

• Maintain and process client documentation.
• Coordinate with the Relationship Managers and Sales team.
• Update and manage CRM systems and Excel sheets.
• Assist in transaction processing for mutual funds and insurance.
• Prepare MIS reports and summaries for management.

Skills

Strong knowledge of MS Excel

Good communication and coordination skills

Attention to detail

Time management

Education

Graduate in Commerce or Finance

Job description

Job openings for Back Office Coordinator in Gurgaon Sector 56 Gurgaon

Female - Back Office Coordinator In Sector 83 Gurgaon Fresher

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