Back Office Executive

Job Description: Back Office Executive – BFSIIndustry: Banking, Financial Services, Insurance (BFSI), NBFC

Department: Operations / Back Office

Job Title: Back Office Executive

Experience: 0–1 years (depending on role requirements)

Employment Type: Full-time

Location: Noida

Reporting To: Operations Manager / Team Leader

Job SummaryWe are looking for a detail-oriented and organized Back Office Executive to support day-to-day operational activities across banking, insurance, NBFC, and other financial services operations. The candidate will be responsible for document verification, data entry, application processing, record maintenance, customer documentation, and coordination with internal teams to ensure accurate and timely processing of transactions and service requests.

• Key Responsibilities1. Documentation and Data ManagementVerify and process customer documents, application forms, and supporting records.
• Perform accurate data entry and update customer information in internal systems.
• Maintain physical and digital records in accordance with company policies.
• Check documents for completeness, accuracy, and compliance with applicable requirements.
• 2. Banking and NBFC OperationsProcess loan applications, account-opening documents, and financial service requests, as applicable.
• Support KYC (Know Your Customer), customer onboarding, and document verification activities.
• Assist with loan disbursement documentation, repayment records, and account updates.
• Coordinate with credit, sales, collections, and operations teams for pending cases.
• Track application status and ensure timely resolution of documentation discrepancies.
• 3. Insurance OperationsSupport policy issuance, renewals, endorsements, and policy servicing activities, as applicable.
• Verify proposal forms, customer details, and supporting documents.
• Coordinate with underwriting, claims, and customer service teams.
• Maintain accurate policy records and track pending documentation.
• 4. Operational Support and MISPrepare daily, weekly, and monthly operational reports.
• Update trackers, spreadsheets, and management information system (MIS) reports.
• Monitor pending applications, turnaround times (TAT), and process exceptions.
• Identify data discrepancies and escalate unresolved issues to the reporting manager.
• 5. Compliance and Quality ControlFollow internal standard operating procedures (SOPs), data privacy policies, and information security requirements.
• Support compliance with applicable KYC, AML (Anti-Money Laundering), and regulatory procedures relevant to the assigned role.
• Maintain confidentiality of customer information and financial records.
• Ensure adherence to audit requirements and maintain proper documentation for audit trails.
• 6. Coordination and Customer SupportCoordinate with branches, relationship managers, sales teams, vendors, and other departments.
• Follow up on incomplete documents and pending approvals.
• Respond to internal queries and support customer service requests through authorized channels.
• Escalate process delays, errors, and exceptions to the appropriate authority.
• Required Skills and CompetenciesGood knowledge of MS Excel, MS Word, email, and data management tools.
• Strong attention to detail and accuracy.
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Basic understanding of banking, insurance, loans, NBFCs, and financial services.
• Good organizational, coordination, and problem-solving skills.
• Ability to handle confidential customer and financial information responsibly.
• Educational QualificationGraduate in any discipline; preferably Commerce, Finance, Business Administration, Banking, or a related field.
• Candidates with relevant BFSI certifications or operational experience will be preferred.
• Experience RequirementsFreshers may apply for entry-level positions.
• 0–1 years of experience in banking operations, insurance processing, NBFC operations, loan processing, documentation, or financial services back-office work is preferred for experienced roles.
• Key Performance Indicators (KPIs)Accuracy of data entry and document processing.
• Number of