Back Office Executive – Finance & Insurance (Fresher Program)

Job Description – Back Office Executive - Finance & Insurance (Fresher Program)

Salary

₹15,000 – ₹18,000 per month

Location: : 1003 A&B, 10th Floor, Kamalacharan Commercial Premises Co-op Society Ltd., Plot No. 179 & 180, Road No. 2, Jawahar Nagar, Goregaon West, Mumbai – 400104

Landmark - Above SRV Hospital

(2 minutes walking distance from Goregaon Railway Station – West)

⚠ NOTE

This is a Full-Time job only. NO Internship / NO Part-Time options available.

Company Profile – MSFPS (Monish Shah Financial Planning Services)

MSFPS is a 21-year-old Financial Advisory firm (since 2004) providing comprehensive financial planning solutions including Life Insurance, Health & General Insurance, Loans, Mutual Funds, Equity Investments, Bonds, PMS, Loans, AIFs & Structured Products.

We have served 800+ families with ethical, transparent, and long-term advisory services and are associated with India’s leading Insurance & Investment institutions.

Our approach focuses on client-first service, process excellence & technology-driven financial planning.

Working Information

Timing

10:00 AM – 6:30 PM

Working Days

Monday to Saturday (Sunday Off)

Leaves

12 paid leaves + 15 festival / national holidays

About the Role

We are hiring fresh graduates who want to build a career in Insurance, Investments, and financial services operations.

This role offers 4–6 month rotational training across each department, enabling the candidate to learn

Health Insurance Claims

Health & General Insurance Renewals & Policy Issuance

Life Insurance Servicing & New Business

Investment & Wealth Products (Mutual Funds, Equity, FDs, Bonds, PMS, AIFs)

Loans

Data Management, KYC, Documentation & Compliance, Record Keeping

Candidates will become multi-skilled, capable of handling any profile independently.

Mandatory Skills

Proficient in English reading & writing

Good communication in Hindi

Strong learning ability & willingness to work across different teams

Basic computer skills

MS Excel, Email, Google Drive

Punctual, disciplined & ethical

Preferred (Add-on) Skills—Not Mandatory

Knowledge of insurance products or mutual funds

Experience with ChatGPT or AI tools

Advanced Excel skills

Good customer service attitude

Analytical skills

Key Responsibilities

Managing policy servicing, claims, documentation & follow-ups

Learning and supporting different departments during rotation

Handling data entry, verification, sorting & cloud-based software

Coordinating with clients, insurance company RMs, TPAs & brokers

Maintaining trackers & updating daily logs

Supporting wealth products

account opening, KYC, submissions

Who Should Apply

Freshers who want long-term learning & growth in financial services and prefer multi-profile exposure instead of repetitive work.

Job Types

Full-time, Permanent, Fresher

Pay

₹15,000.00 - ₹18,000.00 per month

Benefits

Leave encashment

Paid sick time

Education

Bachelor's (Required)

Work Location

In person