Back Office Assistant

Location : Chickpet, Bengaluru (Candidates within a 5 km radius preferred)

Company : Bafna Insurance & Investments

Experience : 0–2 years

Education : High School Graduation (10+2) required

(Graduates or in university preferred, especially with a degree in Sales / Marketing / Commerce)

Age Group : 18-30

Company Description

Bafna Insurance & Investments, founded in 2009, is a trusted financial consultancy providing personalized insurance and investment solutions . We specialize in Life, Health, General Insurance, and Mutual Funds — helping individuals and families build secure financial futures.

Our office is located in Chickpet, Bengaluru — a vibrant commercial hub with excellent transport connectivity. While the area is bustling, our workspace offers a comfortable, organized environment designed for focused work and client service.

Role Overview

We are looking for a proactive and detail-oriented Back Office Assistant to support the day-to-day operations of our growing consultancy. This role is ideal for someone who enjoys organization, client coordination, and learning about the financial services industry.

You’ll play a key part in helping our Founder, Rinku Bafna , focus on client advisory and business expansion by managing administrative and support tasks efficiently.

Job Description

• Maintain and update client records (digital and paper-based).
• Assist in preparing policy documents, investment summaries, and client reports.
• Coordinate with clients for renewals, documentation, and follow-ups.
• Manage daily office communications — phone calls, emails, and WhatsApp messages.
• Schedule client meetings, organize files, and ensure smooth office operations.
• Support basic data entry and CRM updates (training will be provided).
• Handle policy renewals and track payment reminders.
• Assist with basic marketing and client engagement initiatives (WhatsApp / Email campaigns).

Candidate Profile

Qualification

Compensation

Email your CV to with the subject line :

Application for Back Office Assistant – Bafna Insurance & Investments