Face-to-Face Interview For Back Office Coordinator Jobs (Freshers)

Capital Placement Services

Key Responsibilities:*

* Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.)

* Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups.

* Update and manage CRM systems, Excel sheets, and other reporting tools.

* Assist in transaction processing for mutual funds, insurance, and demat services.

* Ensure compliance with SEBI/IRDA/AMFI regulations.

* Prepare MIS reports and summaries for management.

* Handle customer service backend tasks like updating details, resolving queries (non-voice).

* Manage filing, scanning, and digital record keeping.

Required Skills & Qualifications:*

* Graduate in Commerce, Finance, or related field.

* Minimum 1 year of experience in financial operations/back office (freshers with good skills can apply).

* Strong knowledge of MS Excel, email drafting, and CRM usage.

* Basic understanding of financial products like mutual funds, insurance, SIP, Demat etc.

* Good communication and coordination skills.

Key Traits We Value:*

* Accuracy & attention to detail

* Discipline & time management

* Trustworthiness & data confidentiality

* Team player attitude

Office Timing

Monday to Saturday – (9:30 to 6:00)

• Experience

  0 - 3 Years

• No. of Openings

  3

• Education

  Higher Secondary, Secondary School, B.A, B.Com, Bachelor of Hotel Management, B.Sc

• Role

  Back Office Coordinator

• Industry Type

  Accounting / Finance

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  capital placement services