About the Role:

We are looking for a detail-oriented and proactive Operations & Backend Support Executive to join our growing financial consulting team. This role is integral to backend coordination and daily operational support in the mutual fund and insurance advisory space.

Key Responsibilities:

• Maintain and update client and transaction data using MS Excel and internal CRM tools

• Coordinate via email and phone with internal departments, clients, and partner companies (AMCs, insurers)

• Perform basic mathematical calculations for preparing investment reports, premium summaries, and reconciliations

• Manage backend documentation, policy statements, investment records, and client files

• Prepare daily/weekly reports, dashboards, and MIS relevant to mutual fund and insurance operations

• Support advisors, customer care, and compliance teams to ensure timely and accurate task execution

Skills & Qualifications:

• Minimum qualification: Bachelor’s degree in any discipline (Finance background preferred but not mandatory)

• Strong verbal and written communication skills

• Proficiency in MS Excel (including formulas, filters, Pivot Tables, and VLOOKUP)

• Good with emails, formatting documents, and professional correspondence

• Sound basic math skills

• Strong attention to detail and a structured work approach

• Ability to multitask and manage time effectively

• Familiarity with Google Workspace (Docs, Sheets, Gmail) is a plus

• Prior experience in operations/back office roles, especially in mutual funds, insurance, or BFSI, is preferred

Preferred Candidate Criteria:

• Residing within 5–10 km of the office location for better accessibility and timely coordination

• Willingness to work in a structured, process-driven environment

• Freshers with strong Excel and communication skills are welcome to apply