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Capital Placement Services
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Female - Back Office Coordinator in Sector 83 Gurgaon Fresher

Female - Back Office Coordinator in Sector 83 Gurgaon Fresher

Capital Placement Services

1 years

1 - 3 Lacs

Gurgaon

Posted:1 week ago| Platform: GlassDoor logo

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Skills Required

documentation data crm excel reporting processing compliance reports service updating scanning finance drafting sip communication coordination timing management

Work Mode

On-site

Job Type

Part Time

Job Description

Gurgaon, Sector 56

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

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