Client Operations / Back Office

Company Description

I (Ishani) am a Certified Financial Planner who has been very interested on helping clients with making correct financial decisons and help theme execute it through our disctribution model.

Role Description

This is a full-time Client Operations/Back Office role located on-site in Andheri East, Mumbai. The role involves managing :

Client coordination for Mutual Funds & Insurance servicing

KYC / documentation support, follow-ups, basic reporting

Coordinating with AMCs/insurers/platforms, tracking requests to closure

Scheduling meetings, maintaining clean records/CRM

Qualifications / Who should apply

Strong follow-up and communication skills (phone/WhatsApp/email)

Good attention to detail and comfort with Excel/Google Sheets

Finance background is a plus (but not mandatory)

Training will be provided for freshers

Finance background is a plus (but not mandatory)

Finance students who is interested in 1 year internship

Location: Mumbai Andheri East (Hybrid)

Compensation: Salary / Stipend depends on qualification and experience

If interested, please DM me or share your resume at:

#hiring #mumbaijobs #operations #mutualfunds #insurance #backoffice #financejobs