Gurgaon Sector 56 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 Robust 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 Experience 0 - 3 Years Salary 1 Lac 50 Thousand To 3 Lac P A Industry Front Office Reception Computer Operator Assistant Qualification Higher Secondary Secondary School B A B Com Bachelor of Hotel Management B Sc Key Skills Back Office Coordinator Account Opening Key Accounts Account Opening Relationship Manager Relationship Officer CRM Sales CRM Systems Analyst CRM Systems Data Entry Data Entry Operator Data Entry Executive Excel Sheet MIS Reports MIS Customer Support

📌 Female - Back Office Coordinator In Sector 83 Gurgaon Fresher (Haryana)
🏢 Capital Placement Services
📍 Haryana