Position: Back Office Executive

Location: Vadodara

Department: Insurance, Loan & Real Estate Operations

Job SummaryWe are looking for a dedicated and detail-oriented Back Office Executive to handle operational and administrative activities in Insurance, Loan, or Real Estate.

The candidate will be assigned to any one department based on their previous experience, skills, and interview performance. The ideal candidate should have good communication skills, basic computer knowledge, attention to detail, and the ability to manage day-to-day back office operations efficiently.

- Key ResponsibilitiesHandle day-to-day back office operations in Insurance, Loan, or Real Estate.
- Manage relevant company portals, applications, quotations, documentation, and processing.
- Understand customer requirements and provide appropriate information and support.
- Prepare quotations, applications, documents, and other required reports as applicable to the assigned department.
- Coordinate with customers, companies, banks, financial institutions, builders, and other concerned parties.
- Follow up with clients regarding pending documents, applications, renewals, approvals, and other requirements.
- Maintain accurate customer records and update MIS reports.
- Handle customer queries and provide timely assistance.
- Ensure proper and timely completion of documentation and operational work.
- Coordinate with the sales team and provide necessary back office support.




- Maintain confidentiality of customer and company information.
- Manage multiple tasks efficiently while maintaining accuracy.
- Required SkillsBasic knowledge of any one of the following fields: Insurance, Loan/Banking/Finance, or Real Estate.
- Good communication and interpersonal skills.
- Basic knowledge of MS Excel, MS Word, and Email.
- Good documentation and follow-up skills.
- Strong attention to detail and accuracy.
- Good analytical and problem-solving ability.
- Ability to handle multiple tasks and work within deadlines.
- Willingness to learn recent products, portals, and processes.
- EligibilityGraduate in any discipline.
- Candidates with relevant experience in Insurance, Loan/Banking/Finance, or Real Estate will be preferred.
- Freshers with good communication skills, basic computer knowledge, and willingness to learn may also apply.
- Preferred Experience1–3 years of experience in any one of the following:
- Insurance Operations
- Loan / Banking / Finance Operations
- Real Estate Operations
- Experience working on relevant company portals, documentation systems, CRM, or comparison platforms will be an added advantage.

Hiring CriteriaCandidates will be considered and assigned to the department that best matches their experience and skills — Insurance, Loan, or Real Estate.

Experience in any one of these fields is sufficient; experience in all three is not required.

SalaryAs per experience and interview performance.

📌 Back Office Executive (Vadodara)
🏢 Saatvik Finance
📍 Vadodara