Company Description SURCOM – Surat Commercial Private Ltd., established in 1945, is one of the oldest financial service providers in India. The company offers a wide range of services including mutual funds, equity broking, insurance, PMS and portfolio advisory, fixed deposits, NPS (National Pension Scheme), debt market products, and loans against securities. With decades of experience, SURCOM focuses on building long-term relationships and delivering reliable financial solutions to individual and institutional clients.

The organization values trust, transparency, and personalized service, providing team members with exposure to diverse financial products and client needs. For more information, applicants can visit www.surcom.in or contact the company directly.

Role Description The Back Office Employee role is a full-time, on-site position based in Surat. The role involves handling routine administrative and operational tasks, including data entry, record maintenance, documentation, and verification of client information related to various financial services.

The Back Office

Employee will support front-office teams by preparing reports, processing transactions, coordinating with internal departments, and ensuring timely and accurate completion of back-office processes. The position also includes responding to basic client queries routed from the front office,



maintaining compliance with internal policies and regulatory requirements, and assisting in the smooth functioning of daily business operations.

Qualifications

- Strong Back Office Operations skills, including data entry, documentation, record keeping, and transaction processing.
- Effective Communication skills, with the ability to interact clearly and professionally with colleagues and clients.
- Customer Service skills to support client needs, handle queries, and ensure a positive service experience.
- Basic understanding of Finance and financial products such as mutual funds, equity, insurance, and deposit schemes.
- Sales support skills to assist front-office teams with preparation of proposals, forms, and client documentation.
- Proficiency in MS Office (Excel, Word, Outlook) and familiarity with financial or CRM software is advantageous.
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks with accuracy.
- Minimum educational qualification: bachelor’s degree or equivalent in commerce, finance, business administration, or a related field.
- Prior experience in financial services, banking, or brokerage back-office operations is preferred but not mandatory.
- Ability to work on-site in Surat, adhere to company policies, and collaborate effectively within a team workplace.

📌 Back Office Employee (Surat)
🏢 SURCOM - Surat Commercial Private
📍 Surat