Role & responsibilities Accurately input and update data into various databases, software and crm system Lead Generation supoorting sales team Getting New Business quote from Insurance Companies to support sales team Negotiating with insurance companies Managing new leads and generating new leads through various mean. Coordinate with clients to obtain necessary information and ensure prompt updates. Assist in lead generation activities to support business development efforts. Maintain meticulous records and documentation related to client interactions and transactions. Collaborate effectively with senior team members to ensure operational efficiency. Utilize advanced MS Office skills to analyze data and generate insightful reports. Back office and marketing objective Preferred candidate profile Proficiency in MS Office and other relevant software applications. Strong organizational skills and attention to detail. Excellent communication and interpersonal abilities. Ability to coordinate tasks effectively and work collaboratively with team members. Proactive mindset and willingness to learn and adapt to new challenges. Prior experience in the general insurance field is essential. Qualifications: Candidate you Graduated - Commerce ,BBI (Bachelor in Banking and Insurance),BFM(Bachelor in Financial Markets ) will be more appreciated Proficiency in Microsoft Office Suite, particularly Excel, word Excellent communication skills for client interactions ,coordinating with partnered insurance company and team collaboration. Ability to work efficiently. Benefits: Competitive salary package. Opportunities for career advancement and professional development. Comprehensive training and support. Collaborative and dynamic work environment.

Role Overview: The Back Office Executive will be responsible for providing essential administrative and operational support to the Consumer Loan Vertical, primarily focusing on file management, coordination, and ensuring compliance throughout the loan processing lifecycle. You will be the backbone of our loan operations, working closely with DSAs, bankers, and clients to ensure timely and accurate loan approvals. Key Responsibilities: File Preparation & Management: Prepare and organize complete loan application files, ensuring all required documents (KYC, income proofs, property documents, etc.) are present, accurate, and properly indexed. Maintain systematic digital and physical records of all loan applications and related documentation. Perform preliminary checks on document authenticity and completeness as per bank guidelines. Coordination with Bankers: Act as a primary point of contact and liaison between the DSA team, clients, and bank's processing departments. Submit prepared loan files to the bank's credit and operations teams. Follow up with bank officials to track the status of loan applications, address queries, and expedite processing. Coordinate for necessary approvals and ensure smooth file movement within the bank. Coordination with Clients: Communicate with clients to request missing documents, clarify information, and provide updates on their loan application status. Assist clients with any documentation-related queries or requirements. Ensure a positive and supportive experience for clients throughout the loan application process. Problem Analysis & Resolution Support: Analyze issues or discrepancies identified during file processing or by the bank. Provide relevant data and information from office records to assist in resolving problems. Coordinate with senior team members or DSAs to find solutions for complex cases or specific client needs. File Clearance & Compliance: Ensure all necessary clearances from the bank are obtained for loan disbursals. Verify that all compliance requirements, both internal and regulatory, are met before loan approval. Assist in rectifying any compliance gaps identified during audits or checks. Loan Approval Facilitation: Diligently track the progress of applications to ensure timely approval and disbursal. Proactively address any roadblocks to ensure the loan moves efficiently towards approval.