Back Office & Customer Support Executive – Financial ServicesJob SummaryWe are looking for a responsible, well-organized, and customer-friendly Back Office & Customer Support Executive with at least 6 months of experience in the Financial Services industry. The candidate will be responsible for handling customer queries, maintaining records, follow-ups, documentation, data entry, and coordinating with the internal sales and office teams.

- Key ResponsibilitiesHandle customer calls, WhatsApp messages, and basic service-related enquiries.
- Assist customers with queries related to financial products and services.
- Maintain accurate customer records, documents, and Excel data.
- Follow up with customers regarding services, payments, applications, and pending documents.
- Handle customer documentation and ensure records are properly updated.
- Perform daily back-office operations and data entry.
- Prepare basic quotations, reports, statements, and office documents.
- Coordinate with the Sales Team and other internal departments.
- Provide timely information and support to customers before and after the service.
- Maintain proper physical and digital filing of customer documents.
- Update customer information and follow up on pending activities.
- Maintain confidentiality and accuracy while handling customer and financial information.
- Perform other administrative and back-office tasks assigned by management.




- Candidate RequirementsMinimum 6 months of relevant experience in the Financial Services industry is mandatory.
- Candidates from Insurance, Investment, Financial Products, Loans, Banking, Mutual Funds, or related financial services backgrounds will be preferred.
- Experience in customer support, back-office operations, documentation, or financial service coordination.
- Basic knowledge of MS Excel, MS Word, Email, and WhatsApp.
- Good communication skills in Gujarati and Hindi.
- Basic English communication will be an advantage.
- Good typing speed and attention to detail.
- Polite, responsible, professional, and customer-friendly attitude.
- Ability to handle customer information and documentation accurately.
- Both male and female candidates can apply.
- Candidates living near Katargam, Surat will be preferred.

Important RequirementCandidates must have at least 6 months of relevant experience in the Financial Services industry. Candidates without financial-services background will not be preferred.

Job LocationKatargam, Surat, Gujarat

Key SkillsFinancial Services | Customer Support | Back Office | Customer Handling | Data Entry | MS Excel | Documentation | Customer Follow-up | Financial Products | Insurance | Investment | Banking | Record Management

Job Location:

Katargam, Surat

Work Type:

Full time,Part-time, office-based job

📌 Back Office (Surat)
🏢 Pramukh Investment
📍 Surat