Back Office Executive – Finance & Insurance (Fresher Program)

About the Role

We are hiring fresh graduates who want to build a career in Insurance, Investments, and financial services operations.
This role offers 4–6 month rotational training across all departments, enabling the candidate to learn:

• Health Insurance Claims
• Health & General Insurance Renewals & Policy Issuance
• Life Insurance Servicing & New Business
• Investment & Wealth Products (Mutual Funds, Equity, FDs, Bonds, PMS, AIFs)
• Data Management, KYC, Documentation & Compliance

Candidates will become multi-skilled, capable of handling any profile independently.

Mandatory Skills

• Proficient in English reading & writing
• Good communication in Hindi
• Strong learning ability & willingness to work across different teams
• Basic computer skills: MS Excel, Email, Google Drive
• Punctual, disciplined & ethical

Preferred (Add-on) Skills—Not Mandatory

• Knowledge of insurance products or mutual funds
• Experience with ChatGPT or AI tools
• Advanced Excel skills
• Good customer service attitude
• Analytical skills

Key Responsibilities

• Managing policy servicing, claims, documentation & follow-ups
• Learning and supporting different departments during rotation
• Handling data entry, verification, sorting & cloud-based software
• Coordinating with clients, insurance company RMs, TPAs & brokers
• Maintaining trackers & updating daily logs
• Supporting wealth products: account opening, KYC, submissions

Who Should Apply

Freshers who want long-term learning & growth in financial services and prefer multi-profile exposure instead of repetitive work.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹18,000.00 per month

Benefits:

• Leave encashment
• Paid sick time

Education:

• Bachelor's (Required)

Language:

• Hindi (Required)

Work Location: In person