Office Administrator Vision India Insurance

1.0 - 5.0 years

0 Lacs

coimbatore, tamil nadu

On-site

As a valued member of our team at Vision India Insurance, you will be responsible for various tasks aimed at ensuring the smooth processing of applications. Your main duties will involve uploading documents in Excel and Google Sheets, processing applications efficiently, and contacting specific branches to inquire about application status. To excel in this role, you should possess a high level of proficiency in Microsoft Office, along with good handwriting skills. Additionally, a strong knowledge of operating systems will be beneficial in carrying out your responsibilities effectively. Joining our team will provide you with the opportunity to work in a dynamic environment where your skills and dedication will be appreciated. If you are passionate about streamlining application processes and have the necessary qualifications, we are excited to welcome you aboard. This is a full-time position with work hours scheduled from Monday to Saturday. As part of our team, you will enjoy benefits such as refreshments during work hours. The work location is at our office in Coimbatore, Tamil Nadu. If you have a Bachelor's degree in any field, it would be preferred for this role. Proficiency in both Tamil and English languages is advantageous for effective communication within our team and with external stakeholders. In addition to the base salary, benefits for this position include cell phone reimbursement. The work schedule consists of day shifts in the morning, with opportunities for performance bonuses and yearly bonuses based on your contributions. We are looking for candidates with at least 1 year of total work experience, preferably in a similar role. The work location is in person at our office in Coimbatore, Tamil Nadu. Join us at Vision India Insurance and contribute to our mission of providing exceptional service to our clients.,

Posted 1 week ago

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Operations Executive - Back Office (Account Opening & Documentation) Vallum Capital Advisors

1.0 - 3.0 years

1 - 2 Lacs

Mumbai Suburban

Work from Office

Role & responsibilities Manage end-to-end documentation for opening PMS, Demat, and Trading accounts including coordination for both resident (Individual & Non - Individual) and NRI clients Fill, check, and organize account forms (physical and digital) ensuring all details are accurate and complete Liaise with clients, distributors, custodians, and internal teams for follow-ups and clarifications Track form status using internal Excel-based MIS; update and close tasks in a timely manner Scan, label, and dispatch completed forms while maintaining proper records for audit and compliance Follow structured checklists to ensure every step is covered without errors Coordinate across teams to ensure smooth onboarding and handover of client documents Assist with audit preparation, document retrieval, and related operational activities as required Occasionally support admin or back office activities during non-peak times, as part of a collaborative team environment Preferred candidate profile Graduate with 1 - 3 years of experience in any operations, back office, or documentation-related role Should be able to fill forms neatly, check details carefully, and manage basic document handling Comfortable speaking and writing in English; clear and polite communication is important Good handwriting and presentable appearance are expected Should know basic Excel filters, sorting, simple formulas (training for more will be given if needed) Should be able to follow checklists, keep records updated, and close tasks on time Needs to coordinate with multiple teams, so should be reliable and responsive in follow-ups Should be soft-spoken but confident someone who gets the work done politely Prior experience in a finance, wealth, or documentation role is useful, but not mandatory Most importantly, should be willing to learn and take ownership of day-to-day work

Posted 3 months ago

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