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15h Left : Back Office Assistant

15h Left : Back Office Assistant

Bafna Insurance and InvestmentIndia
21 hours ago
Job description

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

  • Proactive, self-motivated, and eager to learn.
  • Independent thinker and self-starter
  • Strong communication and coordination skills.
  • Good organizational skills and attention to detail.
  • Comfortable with computers, Excel, and digital tools.
  • Lives within 5 km of Chickpet (preferred due to commute convenience).
  • Open to individuals who fit the profile well irrespective of gender, caste or creed.

    • Qualification

  • Minimum : SSLC + 2 years of further education.
  • Preferred : Bachelor’s degree in Commerce, Marketing, or related field.
  • Working knowledge of Hindi, English, and Kannada.
  • Freshers are welcome; prior office / insurance experience is an advantage.

    • Compensation

  • Salary : Competitive and industry-aligned, with growth opportunities based on performance.
  • Supportive work culture with hands-on training in insurance and investments.

    • Email your CV to bafnasolutions@gmail.com with the subject line :

    Application for Back Office Assistant – Bafna Insurance & Investments

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    Back Office Assistant • India