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