- Job Responsibilities:

- Mutual Fund processing (SIP, lumpsum, redemptions, KYC support)
- Insurance proposal support & documentation
- Handling client service queries (calls & WhatsApp)
- Data entry, report maintenance & follow-ups
- Coordination with internal team for smooth operations

- Additional Responsibilities:
-

- Basic client calling for follow-up & service updates
- Support in client acquisition activities (training will be provided)
- Attend minimum 1 client meeting per month (for learning & exposure)

- Candidate Requirements:
- Basic knowledge of finance (MF / Insurance preferred)
- Good communication skills (Gujarati + Hindi required)
- Basic computer knowledge (Excel, WhatsApp, email)
- Discipline, responsibility & willingness to learn

- Salary & Growth:Salary:
- ₹10,000 – ₹15,000 (based on experience)
- Performance-based increment
- Long-term growth opportunity in financial services

- Work Culture:Fixed office timing
- Stable & long-term job
- Learning-focused environment

? Looking for serious candidates who want long-term growth opportunities, not short-term job change.

📌 Back Office Executive – Stock Market, Mutual Fund, Insurance (Surat)
🏢 Muskan Enterprise
📍 Surat