Office Assistant

We are seeking a detail-oriented Back-End Operations Associate to join our financial services team. You will be the backbone of our office, ensuring that insurance policies and mutual fund transactions are processed accurately and efficiently while maintaining high standards of compliance.

Key Responsibilities

• Application Processing: Review and submit life/general insurance proposals and mutual fund applications (Physical & Digital).
• Documentation & KYC: Validate client documents (PAN, Aadhaar, Bank details) and ensure 100% KYC compliance.
• Query Management: Coordinate with Insurance Companies and Asset Management Companies (AMCs) to resolve pending requirements or "stop-files."
• Reporting: Generate and maintain Systematic Investment Plan (SIP) reports, renewal lists, and commission statements.
• Client Support: Assist clients with service requests such as nominations, address changes, redemptions, and policy surrenders.