Back Office Operations - Internship

About the internship:Selected intern's day-to-day responsibilities include:

1. Handle day-to-day data entry and backend operations related to insurance and investment products.

2. Maintain and update client records, applications, policy details, investment records, and documentation.

3. Enter, verify, and organize data accurately in Excel, CRM, and internal systems.

4. Assist the team with insurance policy processing, renewals, applications, and documentation.

5. Support investment advisory operations by maintaining client portfolios, transaction records, and related documents.

6. Check documents for completeness and coordinate internally for any missing information.

7. Prepare reports, statements, MIS reports, and daily/weekly operational summaries.

8. Manage digital and physical records and ensure documents are properly organized.

9. Coordinate with the sales/advisory team for client-related backend requirements and follow-ups.

10. Perform regular data verification and error checking to maintain accuracy.

11. Handle routine office and administrative tasks related to business operations.

12. Maintain confidentiality of client and financial information at all times.Who can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 22nd Sep'26 and 27th Oct'26are available for duration of 6 monthsare from Mumbai onlyhave relevant skills and interestsStipend:INR₹ 5,000 - 10,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendationSkills required:Typing, MS-Excel, Data entry, English Proficiency (Spoken) and English Proficiency (Written)About Company:We are an insurance and investment advisory firm. We have been servicing clients for the last 20 years. We are based in Borivali West and are servicing all over Mumbai.

Responsibilities

Selected intern's day-to-day responsibilities include:

1. Handle day-to-day data entry and backend operations related to insurance and investment products.

2. Maintain and update client records, applications, policy details, investment records, and documentation.

3. Enter, verify, and organize data accurately in Excel, CRM, and internal systems.

4. Assist the team with insurance policy processing, renewals, applications, and documentation.

5. Support investment advisory operations by maintaining client portfolios, transaction records, and related documents.

6. Check documents for completeness and coordinate internally for any missing information.

7. Prepare reports, statements, MIS reports, and daily/weekly operational summaries.

8. Manage digital and physical records and ensure documents are properly organized.

9. Coordinate with the sales/advisory team for client-related backend requirements and follow-ups.

10. Perform regular data verification and error checking to maintain accuracy.

11. Handle routine office and administrative tasks related to business operations.

12. Maintain confidentiality of client and financial information at all times.