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 Requirements





Minimum 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, skilled, 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 Requirement

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

Job Location

Katargam, Surat, Gujarat Key Skills Financial 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