Job Description – Back Office AssociateBanking / Insurance ProcessDesignation: Back Office Associate

Department: Operations / Back Office

Industry: Banking / Insurance / Financial Services

Employment Type: Full-Time

Experience: Fresher

Location: MBP Navi Mumbai, Nashik, and Pune

Shift: Rotational Shift

Job SummaryWe 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 ResponsibilitiesProcess 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 SkillsGood MS Office/Excel and basic computer skills.
- Good typing speed with accuracy.
- Strong attention to detail.
- Positive 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.
- EligibilityGraduate in any discipline.
- Freshers can apply.
- Candidates with 0–6 Month of experience in Banking, Insurance, BPO, KPO, Back Office, or Financial Services will be preferred.
- Key Performance ParametersAccuracy & Quality
- Productivity
- Turnaround Time (TAT)
- Process Compliance
- Attendance & Adherence
- Timely completion of assigned tasks

Preferred Candidate ProfileThe 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.

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