Job openings for Back Office Coordinator in Gurgaon Sector 56 Gurgaon

Key Responsibilities:*
* 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)