Job Role:
We are looking for a dedicated Back Office MIS Executive to handle day-to-day operations related to insurance and mutual fund services. Your role will ensure smooth execution of transactions and provide support to our sales and client servicing teams.
Key Responsibilities:
✔️Execute online orders & transactions for mutual funds and insurance
✔️Handle client queries and provide timely solutions
✔️Prepare and maintain MIS reports and data records
✔️Coordinate with internal teams and external partners
✔️Assist in documentation and application processing
✔️Handle mailing, follow-ups, and other administrative tasks
Skills Required:
✔️Proficiency in Excel and basic computer applications
✔️Good communication skills (written & verbal)
✔️Attention to detail and accuracy
✔️Technically sound with mutual fund and insurance processes
✔️Ability to manage time and multitask