Job Summary

We are looking for a detail-oriented and responsible Back Office Associate to support banking and insurance operations. The candidate will be responsible for data processing, document verification, updating records, handling customer-related information, and ensuring timely completion of process activities while maintaining accuracy and confidentiality.

Key Responsibilities

- Process and verify banking/insurance-related documents and applications.

- Perform data entry and update customer/transaction details accurately in internal systems.

- Verify KYC documents and other required information as per process guidelines.

- Handle policy, account, loan, claims, or other operational data depending on the assigned process.

- Review documents for completeness, accuracy, and discrepancies.

- Coordinate with internal teams for missing information and process-related queries.

- Maintain proper records and ensure timely completion of assigned tasks.

- Follow company policies, SOPs, compliance requirements, and data-security guidelines.

- Prepare daily/weekly MIS and process reports when required.

- Ensure agreed TAT, productivity, and quality parameters are achieved.

- Escalate discrepancies or exceptions to the reporting manager.





- Maintain confidentiality of customer and business information.

Required Skills

- Good MS Office/Excel and basic computer skills.

- Positive typing speed with accuracy.

- Strong attention to detail.

- Good written and verbal communication skills.

- Ability to understand and follow SOPs.

- Good analytical and problem-solving skills.

- Ability to work under deadlines and handle repetitive process activities.

- Knowledge of banking, insurance, KYC, or financial services processes will be an added advantage.

Eligibility

- Graduate in any discipline.

- Freshers can apply.

- Candidates with 06 Month of experience in Banking, Insurance, BPO, KPO, Back Office, or Financial Services will be preferred.

Key Performance Parameters

- Accuracy & Quality

- Productivity

- Turnaround Time (TAT)

- Process Compliance

- Attendance & Adherence

- Timely completion of assigned tasks

Preferred Candidate Profile The ideal candidate should be responsible, detail-oriented, process-driven, and comfortable working with large volumes of data and documents. Candidates having experience in banking/insurance operations or back-office processes will be preferred.

📌 Back Office Executive (Nashik)
🏢 Writer
📍 Nashik