Customer Accounts Manager Fresher Jobs in Gurgaon

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 attitudeOffice Timing Monday to Saturday (9:30 to 6:00)