Job Description – Back Office Associate

Banking / Insurance Process

Designation: Back Office Associate
Department: Operations / Back Office
Industry: Banking / Insurance / Financial Services
Employment Type: Full-Time
Experience: Fresher 
Location: Nashik
Shift: Rotational Shift
Working Days: 6 Days

Job Summary

We are looking for a detail-oriented and responsible Back Office Associate to support banking and insurance operations. The candidate will be responsible for data processing, document verification, updating records, handling customer-related information, and ensuring timely completion of process activities while maintaining accuracy and confidentiality.

Key Responsibilities

• Process and verify banking/insurance-related documents and applications.
• Perform data entry and update customer/transaction details accurately in internal systems.
• Verify KYC documents and other required information as per process guidelines.
• Handle policy, account, loan, claims, or other operational data depending on the assigned process.
• Review documents for completeness, accuracy, and discrepancies.
• Coordinate with internal teams for missing information and process-related queries.
• Maintain proper records and ensure timely completion of assigned tasks.
• Follow company policies, SOPs, compliance requirements, and data-security guidelines.
• Prepare daily/weekly MIS and process reports when required.
• Ensure agreed TAT, productivity, and quality parameters are achieved.
• Escalate discrepancies or exceptions to the reporting manager.
• Maintain confidentiality of customer and business information.

Required Skills

• Good MS Office/Excel and basic computer skills.
• Good typing speed with accuracy.
• Strong attention to detail.
• Good written and verbal communication skills.
• Ability to understand and follow SOPs.
• Good analytical and problem-solving skills.
• Ability to work under deadlines and handle repetitive process activities.
• Knowledge of banking, insurance, KYC, or financial services processes will be an added advantage.

Eligibility

• Graduate in any discipline.
• Freshers can apply.
• Candidates with 0–6 Months of experience in Banking, Insurance, BPO, KPO, Back Office, or Financial Services will be preferred.

Key Performance Parameters

• Accuracy & Quality
• Productivity
• Turnaround Time (TAT)
• Process Compliance
• Attendance & Adherence
• Timely completion of assigned tasks

Preferred Candidate Profile

The ideal candidate should be responsible, detail-oriented, process-driven, and comfortable working with large volumes of data and documents. Candidates having experience in banking/insurance operations or back-office processes will be preferred.