Back Office Employee

Job Title: Back Office Executive – Personal Finance Operations
Location: Science City Employment Type:Full-timeJob Summary:We are looking for a detail-oriented and organized **Back Office Executive** to manage and support day-to-day operational activities related to **Mutual Funds, Insurance, NPS, Bonds, and other personal finance products**. The role involves data processing, documentation, coordination with clients and service providers, and ensuring compliance with industry regulations.Key Responsibilities:* Process transactions related to **Mutual Funds (SIP, SWP, Redemption)**, insurance policies, NPS contributions, etc.* Maintain and update client records in CRM or Excel.* Coordinate with AMCs, insurance companies, and platforms like CAMS, KFintech, NSDL, etc.* Handle **nomination, transmission, KYC updates**, and form processing.* Monitor TAT (Turnaround Time) and ensure timely completion of tasks.* Reconcile statements, generate reports, and assist in audit/documentation.* Respond to basic client service queries via email or calls (non-sales).* Assist front-office team with required backend documentation and reports.* Stay updated with industry compliance (SEBI, IRDAI, PFRDA guidelines).*Required Skills & Qualifications:* Graduate in Commerce/Finance/BBA or equivalent.* 0-3 years of experience in financial back office preferred.* Proficient in MS Excel, Google Sheets, and data entry.* Knowledge of mutual fund platforms (MF Utility, BSE StarMF, NSE NMF), insurance portals, etc. is a plus.* Attention to detail and strong organizational skills.* Ability to handle confidential data responsibly. Preferred Qualities:* NISM VA or insurance certifications (can be completed after joining).* Familiarity with tools like CAMS Online, KFintech, IRDAI portals.* Willingness to learn and grow into more client-facing or analytical roles.