Back Office Operations

Jain Financial Services is a mutual funds distribution and investment advisory firm focused on helping individuals, families, and businesses build long-term financial security. The firm offers customized investment solutions across equity, debt, hybrid, and tax-saving ELSS funds, aligned with each client’s risk profile and goals. Clients benefit from ongoing market insights, including SIP strategies, NAV monitoring, and updates on economic trends such as inflation and interest rates. Jain Financial Services emphasizes transparent communication, detailed reporting, and regular portfolio reviews to foster trust and long-term relationships. The team is committed to making investment planning accessible and supportive for clients at every stage of their financial journey.

Role Description The Back Office Employee will support daily operations related to mutual fund distribution and investment services at Jain Financial Services. This full-time, on-site role is based in Gwalior and involves processing client applications, maintaining accurate records, and ensuring timely updates in internal systems and third-party platforms. Responsibilities include preparing reports, reconciling data, handling documentation, and coordinating with front-office staff to resolve queries and support sales and customer service activities. The role also involves responding to basic client information requests, following compliance guidelines, and assisting with routine administrative tasks to ensure smooth office operations.

Qualifications

Candidates should possess strong Back Office Operations skills, including data entry, documentation management, and record-keeping.

Candidates should possess effective Communication skills, with the ability to interact clearly with colleagues, clients, and external partners.

Candidates should possess Customer Service skills to handle client queries professionally and support positive client experiences.

Candidates should possess basic Finance skills, such as understanding mutual funds, investment terms, and financial documentation.

Candidates should possess Sales support skills to assist the sales team with paperwork, lead follow-up, and reporting.

Proficiency in MS Office (Excel, Word) and familiarity with financial or CRM software is beneficial.

Strong attention to detail, time management, and the ability to work in a structured, process-driven environment.

A diploma or bachelor’s degree in commerce, finance, business administration, or a related field is preferred.

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 2 years of experience.