About the Role We are hiring fresh graduates who want to build a career in Insurance Investments and financial services operations This role offers 4-6 month rotational training across all departments enabling the candidate to learn Health Insurance Claims Health General Insurance Renewals Policy Issuance Life Insurance Servicing New Business Investment Wealth Products Mutual Funds Equity FDs Bonds PMS AIFs Data Management KYC Documentation Compliance Candidates will become multi-skilled capable of handling any profile independently Mandatory Skills Proficient in English reading writing Valuable communication in Hindi Strong learning ability willingness to work across different teams Basic computer skills MS Excel Email Google Drive Punctual disciplined ethical Preferred Add-on Skills Not Mandatory Knowledge of insurance products or mutual funds Experience with ChatGPT or AI tools Advanced Excel skills Good customer service attitude Analytical skills Key Responsibilities Managing policy servicing claims documentation follow-ups Learning and supporting different departments during rotation Handling data entry verification sorting cloud-based software Coordinating with clients insurance company RMs TPAs brokers Maintaining trackers updating daily logs Supporting wealth products account opening KYC submissions Who Should Apply Freshers who want long-term learning growth in financial services and prefer multi-profile exposure instead of repetitive work Job Types Full-time Permanent Fresher Pay 15 000 00 - 18 000 00 per month Benefits Leave encashment Paid sick time Education Bachelor s Required Language Hindi Required Work Location In person

📌 Back Office Executive – Finance & Insurance (fresher Program) (Maharashtra)
🏢 Monish Shah Financial Planning Services
📍 Maharashtra