Backend Operations Executive

Job Description

REQUIREMENTS

• Bachelor’s degree in Commerce, Finance, Business Administration, or related field.
• 1–3 years of experience in backend operations, preferably in insurance, investments, or financial services.
• Basic knowledge of insurance products, mutual funds, SIPs, and investment processes.
• Strong communication and coordination skills.
• Good knowledge of MS Office, especially Excel.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks and meet deadlines.

Preferred

• Experience in CRM or financial software.
• Knowledge of UAE financial services operations.
• Familiarity with compliance and KYC procedures.

RESPONSIBILITIES

• Handle backend operations related to insurance and investment products.
• Process client documentation, application forms, KYC, and compliance verification.
• Coordinate with insurance companies, fund houses, and financial institutions for policy issuance and investment processing.
• Maintain accurate client records, investment portfolios, and operational databases.
• Support SIP, mutual fund, insurance, PMS, and AIF transaction processing.
• Track policy renewals, investment updates, and client servicing requests.
• Prepare MIS reports, operational reports, and documentation using MS Excel.
• Ensure timely follow-up on pending cases, approvals, and customer requirements.
• Assist the sales and relationship management team with operational support.
• Maintain confidentiality and compliance with company and regulatory policies.
• Handle customer queries related to documentation, processing status, and renewals.
• Support process improvement initiatives for operational efficiency.

Are you interested in this position?

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