Back Office Executive Job Vacancies in Gujarat

A back office executive in a loan or finance company manages the administrative, documentation, and operational backend processes that support loan origination, verification, and disbursement.Core Responsibilities in a Loan Company Loan Application Processing: Receive, review, and track new loan applications from initial submission through approval and final funds disbursement. Document Verification: Verify and organize customer KYC documents, income proofs, property papers, and financial application forms for authenticity. Data Entry & Management: Accurately enter and update client details, loan amounts, interest rates, and repayment schedules into the company's internal software or CRM systems. Credit & Committee Coordination: Prepare, check, and package loan files for review by the credit or underwriting committee. Cross-Departmental Liaison: Coordinate with sales, field agents, credit teams, and accounts to clear pending documents, resolve file queries, or speed up processing. Status Tracking & Follow-Ups: Maintain active trackers for approved, pending, rejected, and disbursed loan cases, following up with internal teams or applicants as needed. Reporting & MIS Preparation: Generate daily, weekly, and monthly Management Information System (MIS) reports, operational summaries, and Excel trackers for management. Record Keeping & Compliance: Maintain physical and digital archives of loan contracts while ensuring data security, privacy, and regulatory compliance.Key Skills Required Technical Proficiency: Strong command of MS Office (particularly MS Excel for tracking sheets and data management). Attention to Detail: High accuracy in data entry and catching discrepancies in financial or legal paperwork. Organizational Skills: Ability to handle high volumes of paperwork and multitask under tight processing deadlines. Communication: Clear written and verbal skills to coordinate smoothly with sales and credit teams.

As a Back Office Staff member, your role will focus on managing walk-in customers and performing various administrative tasks within the office environment.Key responsibilities include:- Customer Management: Engage with walk-in customers, providing assistance and ensuring their queries are addressed efficiently.- Manual Work: Carry out general office duties that may involve paper handling and physical document management.- Form Filling: Accurately complete and process forms as required for different tasks and customer requests.- Computer Work: Utilize computers for data entry, document creation, and other administrative functions essential for office operations.- Banking Work: Handle basic banking tasks, which may involve processing transactions and managing related paperwork.Required skills and expectations include:Candidates must possess a minimum of 12th grade education. A keen attention to detail and the ability to manage multiple tasks effectively are crucial. Basic computer proficiency is essential, alongside strong communication skills to interact with customers professionally. A proactive attitude towards problem-solving and teamwork is expected.This full-time position is office-based, located on Raiya Road, Rajkot. Individuals with 0 to 6 years of experience are encouraged to apply. Your engagement in this role will significantly contribute to the efficient functioning of the office and customer satisfaction.

Job Description - Back Office Executive (Life & Health Insurance)Company: Relitrade Insurance Broking Pvt. Ltd.Job Location: Ahmedabad, GujaratDepartment: Operations / Back OfficeExperience Required: Minimum 1 YearSalary: 20,000 - 30,000 per monthEmployment Type: Full-TimeWork Mode: Work from OfficeJob SummaryWe are looking for a detail-oriented and responsible Back Office Executive with at least 1 year of experience in Life and Health Insurance. The candidate will be responsible for handling policy documentation, data entry, insurance processing, customer records, and coordination with insurance companies to ensure smooth day-to-day operations.Key Responsibilities Handle back-office operations related to life and health insurance policies. Process insurance applications, policy documents, renewals, endorsements, and other related paperwork. Verify customer details and ensure accuracy of policy information. Coordinate with insurance companies for policy issuance, documentation, and status updates. Maintain and update customer databases, records, and Excel reports. Follow up on pending proposals, policy issuance, and documentation requirements. Assist the sales team with policy processing and operational support. Ensure proper filing and maintenance of insurance-related documents. Resolve policy-related operational queries and provide timely updates to the concerned teams. Maintain confidentiality and accuracy of customer information.Required Skills and Qualifications Minimum 1 year of experience in life insurance, health insurance, or insurance broking operations. Basic knowledge of insurance policies, documentation, and processing procedures. Proficiency in MS Excel, MS Office, and data entry. Good communication and coordination skills. Strong attention to detail and ability to manage multiple tasks. Ability to work independently and meet deadlines.Preferred Candidate Candidates with experience in an insurance company, insurance broking firm, or TPA. Candidates familiar with policy issuance, renewals, endorsements, and insurance portals. Immediate joiners will be preferred.Salary & Benefits Salary: 20,000 - 30,000 per month, depending on experience and skills. Opportunity to gain further experience in insurance operations. Professional work environment with opportunities to learn and grow.Interested candidates can share their updated resumes on hr@policyklub.com

We are looking for a dedicated Back Office Executive to join our team in Ahmedabad. This full-time position is ideal for individuals with 0 to 3 years of experience who have completed their 12th grade.nRequired Skills and Expectations:nnCandidates should have strong attention to detail, as accuracy is crucial in data management and documentation. Good organizational skills are essential for managing various tasks effectively. Effective communication skills are needed

The role of a Back Office Executive involves supporting essential operations within a personal loan environment. This position is suitable for individuals who have recently completed their education and are eager to begin their careers.Key responsibilities include managing loan documentation and ensuring all email correspondence is handled promptly and effectively. Candidates will need to demonstrate basic computer skills, particularly in MS Word and data entry, as these are essential for maintaining accurate records. Effective communication skills are crucial, as the role requires interaction with various stakeholders while processing loan applications and addressing inquiries.To succeed in this role, candidates should possess a solid understanding of basic computer operations and proficiency in email writing. A foundation in MS Word and data entry is required, as well as a commitment to detail when handling documentation. Strong teamwork and communication abilities will facilitate effective collaboration with colleagues and clients alike. This full-time position will be based in Vadodara, India, and will require employees to work from the office. The typical working hours and specific shift timings will be provided upon hiring. This role is ideal for individuals seeking to develop their skills in a dynamic environment.

Job Time: 10:00 AM to 08:00 PMWe are looking for a dedicated Back Office Executive to support our operations in Navrangpura, Ahmedabad. This role is ideal for recent graduates and offers an excellent starting point for your career. The position is aimed at female candidates seeking full-time work in an office environment.Key Responsibilities:- Data Entry: Accurately input and manage data in our systems, ensuring information is up-to-date and easily accessible.- Documentation: Organize and maintain important documents and files, ensuring all paperwork is in order and available for reference.- Communication: Assist in coordinating communication between departments and responding to basic inquiries, fostering a smooth exchange of information.- Order Processing: Support the processing of orders by verifying details and ensuring timely follow-up, contributing to the overall efficiency of operations.- Reporting: Prepare basic reports and summaries as needed, helping to provide insights into daily operations.Required Skills and Expectations:Candidates should be graduates with excellent organizational skills and attention to detail. Proficiency in Microsoft Office, especially Excel and Word, is necessary. Strong communication skills are essential for effectively interacting with team members and supporting office functions. The ideal candidate is a quick learner, able to handle tasks efficiently while maintaining a positive attitude in a busy office setting. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also crucial.

We are seeking a dedicated Data Entry Executive to join our team in Sachin GIDC. The ideal candidate will be responsible for entering and managing data accurately and efficiently. This role is suitable for individuals with little to no experience, making it an excellent opportunity for recent school graduates.Key Responsibilities:- Data Entry: Accurately input data into the company's database and systems. Attention to detail is essential to ensure information is entered correctly.- Data Verification: Review and verify data for accuracy. This involves checking entries against original documents and correcting any discrepancies found.- Record Maintenance: Organize and maintain documents and records in both physical and digital formats. A well-organized filing system is crucial for easy access to information.- Reporting: Generate simple reports based on the data collected. This may include summarizing information or highlighting key findings for the team.- Collaboration: Work closely with other team members to support data-related tasks. Good communication is necessary to ensure smooth operations.Required Skills and Expectations:Candidates should have a minimum of a 12th-grade education. Basic computer skills, including proficiency in MS Office applications like Excel and Word, are necessary. Strong attention to detail and the ability to work independently and efficiently are important. A good typing speed will be an advantage. The candidate should be reliable, punctual, and willing to learn new skills in a friendly office environment.

We are seeking a dedicated Back Office Executive to support our day-to-day operational activities in our Ahmedabad office. This full-time position is suitable for females with 0 to 3 years of experience. The ideal candidate is organized, detail-oriented, and capable of handling multiple tasks efficiently.Key Responsibilities:- Data Entry: Accurately enter and maintain company data in databases and systems, ensuring information is up to date and easily accessible.- Document Management: Organize and manage important documents, both physical and digital, to ensure they can be quickly retrieved when needed.- Administrative Support: Assist other departments with administrative tasks, including preparing reports and handling correspondence, contributing to a smooth workflow.- Customer Communication: Respond to internal and external inquiries through email and phone, providing excellent service and support to clients or team members.- Inventory Monitoring: Keep track of office supplies and inventory levels, ensuring that necessary materials are ordered in a timely manner to avoid shortages.Required Skills and Expectations:The candidate should possess strong organizational skills and attention to detail. Proficiency in Microsoft Office applications, particularly Excel and Word, is essential. Good verbal and written communication skills will help in effectively interacting with colleagues and clients. A basic understanding of office management procedures is advantageous. The candidate should have a proactive attitude and be able to work independently and as part of a team in a fast-paced environment.

As a Back Office Executive, you will play a crucial role in ensuring the smooth operation of our daily administrative functions. Your primary focus will be on supporting the frontline staff and enabling them to perform their duties effectively.Key Responsibilities:- Data Entry: Accurately inputting various types of information into databases or systems, helping to maintain updated records that are crucial for business operations.- Documentation Management: Organizing, filing, and retrieving documents as necessary to ensure that important files are easily accessible for team members.- Customer Support Coordination: Assisting in responding to customer inquiries via email or chat, ensuring timely and accurate communication that reflects our commitment to service.- Reporting: Preparing and generating reports based on data to assist management in decision-making processes and identifying areas for improvement.- Inventory Tracking: Monitoring and updating inventory records to facilitate timely procurement and minimize stock discrepancies.To be successful in this role, you should have strong attention to detail and be comfortable working independently from home. Excellent communication skills, both written and verbal, are essential. Familiarity with basic computer applications, including spreadsheets and word processing software, is expected. You should be adaptable and willing to learn new processes related to our operations. A proactive attitude and the ability to manage time effectively will enable you to meet deadlines and support team goals efficiently.

We are looking for a Back Office Executive to support our daily operations in Gorwa Road. The ideal candidate will have 1 to 6 years of experience and should be a male, as per office policy. The position requires a 12th-grade education and is a full-time role based in the office.Key Responsibilities:- Data Entry: Accurately input and manage data in company systems, ensuring all information is up-to-date and organized.- Documentation: Handle and organize all relevant documents, including filing and maintaining records in a systematic manner.- Communication: Liaise with other departments and external stakeholders to gather information and assist with inquiries as needed.- Reporting: Generate and prepare reports on various metrics, helping the team analyze performance and make data-driven decisions.- Inventory Management: Assist in tracking inventory levels and ordering supplies to ensure smooth operational processes.Required Skills and Expectations:Candidates should possess strong organizational skills and attention to detail to manage multiple tasks efficiently. Effective communication skills, both verbal and written, are essential for liaising with team members and external contacts. Proficiency in basic computer applications, especially MS Office, is expected. Candidates should be reliable and able to work independently while also being a part of a team. A proactive attitude and the ability to solve problems quickly will be highly valued in this role.

We are looking for a dedicated Back Office Staff member to join our team in Soni Bazar, Rajkot. This full-time position is ideal for recent graduates with 0 to 1 year of experience who are eager to learn and contribute to our daily operations.Key Responsibilities:1. Data Entry: Accurately enter and update information in our databases to ensure all records are current and correct.2. Documentation: Handle important documents by organizing, filing, and maintaining company records to ensure easy access and retrieval.3. Support Operations: Assist various departments with administrative tasks as needed, helping to streamline processes and enhance productivity.4. Communication Assistance: Maintain effective communication with team members and other departments to ensure smooth operations and timely information flow.Required Skills and Expectations:Candidates should possess strong attention to detail and good organizational skills. Being proficient in basic computer applications, especially Microsoft Office, is essential. Good verbal and written communication skills will help in effectively collaborating with the team. A proactive attitude and willingness to learn are important, as this role provides opportunities for growth and skill development within the company. The ideal candidate should be able to work effectively in an office environment and manage time efficiently to meet deadlines.

Job Description - Back Office Executive (Life & Health Insurance)Company: Relitrade Insurance Broking Pvt. Ltd.Job Location: Ahmedabad, GujaratDepartment: Operations / Back OfficeExperience Required: Minimum 1 YearSalary: 20,000 - 30,000 per monthEmployment Type: Full-TimeWork Mode: Work from OfficeJob SummaryWe are looking for a detail-oriented and responsible Back Office Executive with at least 1 year of experience in Life and Health Insurance. The candidate will be responsible for handling policy documentation, data entry, insurance processing, customer records, and coordination with insurance companies to ensure smooth day-to-day operations.Key Responsibilities Handle back-office operations related to life and health insurance policies. Process insurance applications, policy documents, renewals, endorsements, and other related paperwork. Verify customer details and ensure accuracy of policy information. Coordinate with insurance companies for policy issuance, documentation, and status updates. Maintain and update customer databases, records, and Excel reports. Follow up on pending proposals, policy issuance, and documentation requirements. Assist the sales team with policy processing and operational support. Ensure proper filing and maintenance of insurance-related documents. Resolve policy-related operational queries and provide timely updates to the concerned teams. Maintain confidentiality and accuracy of customer information.Required Skills and Qualifications Minimum 1 year of experience in life insurance, health insurance, or insurance broking operations. Basic knowledge of insurance policies, documentation, and processing procedures. Proficiency in MS Excel, MS Office, and data entry. Good communication and coordination skills. Strong attention to detail and ability to manage multiple tasks. Ability to work independently and meet deadlines.Preferred Candidate Candidates with experience in an insurance company, insurance broking firm, or TPA. Candidates familiar with policy issuance, renewals, endorsements, and insurance portals. Immediate joiners will be preferred.Salary & Benefits Salary: 20,000 - 30,000 per month, depending on experience and skills. Opportunity to gain further experience in insurance operations. Professional work environment with opportunities to learn and grow.Interested candidates can share their updated resumes on hr@policyklub.com

Responsibilities: Candidate must have knowledge of Gujarati Language. Updating and maintaining databases, archives, and filing systems. Monitoring and reviewing databases and correcting errors or inconsistencies. Reviewing all documents and information for accuracy.

Job description:Back Office Executive - Surat ( Female Only )Position: 02Work Mode: WFH till 10 AM