Back Office

Back Office & Customer Support Executive – Financial ServicesJob SummaryWe are looking for a responsible, well-organized, and customer-friendly Back Office & Customer Support Executive with at least 6 months of experience in the Financial Services industry. The candidate will be responsible for handling customer queries, maintaining records, follow-ups, documentation, data entry, and coordinating with the internal sales and office teams.

• Key ResponsibilitiesHandle customer calls, WhatsApp messages, and basic service-related enquiries.
• Assist customers with queries related to financial products and services.
• Maintain accurate customer records, documents, and Excel data.
• Follow up with customers regarding services, payments, applications, and pending documents.
• Handle customer documentation and ensure records are properly updated.
• Perform daily back-office operations and data entry.
• Prepare basic quotations, reports, statements, and office documents.
• Coordinate with the Sales Team and other internal departments.
• Provide timely information and support to customers before and after the service.
• Maintain proper physical and digital filing of customer documents.
• Update customer information and follow up on pending activities.
• Maintain confidentiality and accuracy while handling customer and financial information.
• Perform other administrative and back-office tasks assigned by management.
• Candidate RequirementsMinimum 6 months of relevant experience in the Financial Services industry is mandatory.
• Candidates from Insurance, Investment, Financial Products, Loans, Banking, Mutual Funds, or related financial services backgrounds will be preferred.
• Experience in customer support, back-office operations, documentation, or financial service coordination.
• Basic knowledge of MS Excel, MS Word, Email, and WhatsApp.
• Good communication skills in Gujarati and Hindi.
• Basic English communication will be an advantage.
• Good typing speed and attention to detail.
• Polite, responsible, professional, and customer-friendly attitude.
• Ability to handle customer information and documentation accurately.
• Both male and female candidates can apply.
• Candidates living near Katargam, Surat will be preferred.

Important RequirementCandidates must have at least 6 months of relevant experience in the Financial Services industry. Candidates without financial-services background will not be preferred.

Job LocationKatargam, Surat, Gujarat

Key SkillsFinancial Services | Customer Support | Back Office | Customer Handling | Data Entry | MS Excel | Documentation | Customer Follow-up | Financial Products | Insurance | Investment | Banking | Record Management

Job Location:

Katargam, Surat

Work Type:

Full-time,Part-time, office-based job