Back Office Coordinator

Back Office Coordinator ( Sector 83 Gurgaon)
• 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)

If you are interdersdet so please share me your cv at

capitalplacement21@gmail.com

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 5 years of experience.

More about this Back Office Coordinator job

1. What is the eligibility criteria to apply for this Back Office Coordinator job?
   Ans: The candidate should be Graduate and above and above with 6 months - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹18000 - ₹28000 per month that depends on your interview. It's a Full Time job in Gurgaon.
3. How many working days are there for this Back Office Coordinator job?
   Ans: This Back Office Coordinator job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Coordinator job?
   Ans: No, there is no fee applicable for applying this Back Office Coordinator job and during the employment with the company, i.e., CAPITAL PLACEMENT SERVICES.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Coordinator role?
   Ans: There is an immediate opening of 2 Back Office Coordinator at CAPITAL PLACEMENT SERVICES
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Back Office Coordinator job?
   Ans: This Back Office Coordinator job has 09:00 AM - 06:00 AM timing.