Back Office Executive

Job Summary

We are looking for a detail-oriented and responsible Back Office Associate to support banking and insurance operations. The candidate will be responsible for data processing, document verification, updating records, handling customer-related information, and ensuring timely completion of process activities while maintaining accuracy and confidentiality.

Key Responsibilities

• Process and verify banking/insurance-related documents and applications.

• Perform data entry and update customer/transaction details accurately in internal systems.

• Verify KYC documents and other required information as per process guidelines.

• Handle policy, account, loan, claims, or other operational data depending on the assigned process.

• Review documents for completeness, accuracy, and discrepancies.

• Coordinate with internal teams for missing information and process-related queries.

• Maintain proper records and ensure timely completion of assigned tasks.

• Follow company policies, SOPs, compliance requirements, and data-security guidelines.

• Prepare daily/weekly MIS and process reports when required.

• Ensure agreed TAT, productivity, and quality parameters are achieved.

• Escalate discrepancies or exceptions to the reporting manager.

• Maintain confidentiality of customer and business information.

Required Skills

• Good MS Office/Excel and basic computer skills.

• Good typing speed with accuracy.

• Strong attention to detail.

• Good written and verbal communication skills.

• Ability to understand and follow SOPs.

• Good analytical and problem-solving skills.

• Ability to work under deadlines and handle repetitive process activities.

• Knowledge of banking, insurance, KYC, or financial services processes will be an added advantage.

Eligibility

• Graduate in any discipline.

• Freshers can apply.

• Candidates with 0–6 Month of experience in Banking, Insurance, BPO, KPO, Back Office, or Financial Services will be preferred.

Key Performance Parameters

• Accuracy & Quality

• Productivity

• Turnaround Time (TAT)

• Process Compliance

• Attendance & Adherence

• Timely completion of assigned tasks

Preferred Candidate Profile

The ideal candidate should be responsible, detail-oriented, process-driven, and comfortable working with large volumes of data and documents. Candidates having experience in banking/insurance operations or back-office processes will be preferred.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 6 months of experience.