Company Description Swaraan Financial Services Pvt Ltd, founded by Parth Patel, is a diversified financial services firm offering a broad range of products including mutual funds, PMS, AIF, Life Insurance, health insurance, general insurance, NPS, and bonds. The company has steadily expanded its portfolio to provide clients with a comprehensive suite of investment and protection solutions.

Swaraan Financial

Services operates with a philosophy of putting client interests first in every recommendation and service. Trust, integrity, and long-term relationships are central to how the firm manages client portfolios and delivers financial advice.

Role Description The Back Office Employee will support day-to-day operational activities related to various financial products and services at Swaraan Financial Services Pvt Ltd.

Responsibilities include processing and maintaining client records, preparing documentation, updating internal systems, and ensuring accurate data entry for mutual funds, insurance, and other investment products. The role involves coordinating with front-office teams, responding to basic client information requests, and assisting with report generation and compliance-related tasks. This is a full-time, on-site role based in Ahmedabad,



requiring a consistent presence in the office to support smooth operational workflows and timely service delivery.

Qualifications

Candidates should possess skills in Back Office Operations, including data entry, documentation, record management, and coordination with internal teams.

Candidates should possess strong Communication skills to interact clearly with colleagues and provide accurate information to clients.

Candidates should possess Customer Service skills to support client queries, ensure timely responses, and contribute to a positive client experience.

Candidates should possess basic to intermediate Finance knowledge to handle financial products such as mutual funds, insurance, NPS, and bonds.

Candidates should possess Sales support skills to assist the front-office team with paperwork, proposal preparation, and follow-up activities.

Additional beneficial qualifications include proficiency in MS Office and spreadsheets, attention to detail, ability to work in a structured workplace, and prior experience in financial services or banking operations.

A relevant diploma or bachelor’s degree in commerce, finance, business administration, or a related field is preferred.

📌 Back Office Employee (Ahmedabad)
🏢 Swaraan Financial Services
📍 Ahmedabad