Back Office & Customer Support Executive - Financial Services
Surat, Gujarat, India · Full Time
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- Experience
- Any
- Salary
- INR 8,000 – INR 15,000 / month
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Overview
We seek a dependable and well-organized Back Office & Customer Support Executive with a minimum of six months experience in Financial Services. The role involves managing client inquiries, record maintenance, follow-up activities, documentation, data input, and collaboration with sales and office teams.
Key Responsibilities
- Respond to customer queries via calls and WhatsApp messages concerning financial products and services.
- Maintain and update accurate customer records, documentation, and Excel sheets.
- Conduct follow-ups related to payments, applications, and pending paperwork.
- Handle documentation to ensure proper filing both digitally and physically.
- Perform routine back-office tasks including data entry and preparation of quotations, reports, and statements.
- Liaise effectively with the Sales Team and other internal departments.
- Provide timely support and information before and after services to customers.
- Maintain confidentiality and accuracy when dealing with sensitive customer and financial data.
- Carry out any additional back-office or administrative responsibilities as assigned by management.
Candidate Profile
- At least 6 months experience in financial services such as insurance, investments, loans, banking, mutual funds, or related sectors.
- Background in customer support and back-office administration within financial industries preferred.
- Basic proficiency in MS Excel, MS Word, email, and WhatsApp usage.
- Good communication skills in Gujarati and Hindi; basic English is beneficial.
- Fast typing skills with strong attention to detail.
- Professional, courteous, and customer-focused demeanor.
- Accuracy and responsibility in handling customer documents and information.
- Preference for candidates residing near Katargam, Surat.
- Open to both male and female applicants.
Additional Information
Job Location: Katargam, Surat, Gujarat.
Employment Type: Available full-time or part-time in an office setting.
Salary offered ranges between INR 8,000 to INR 15,000 per month.
Important: Candidates without experience in financial services will not be favored.