01Overview
Company OverviewWings Global Services, headquartered in Mumbai with 11-50 employees, is a leader in engineering services, renowned for its commitment to operational excellence across dynamic industry landscapes. Specializing in automation and innovative solutions, we empower sectors such as oil & gas, manufacturing, and IT. Our focus is on fostering industry-ready talent and delivering scalable innovations that drive efficiency and competitive advantage.Job OverviewWe are seeking a Junior Back Office Executive to join our insurance trading team in Hadapsar, Pune. This full-time role requires 1 to 3 years of experience. The position involves supporting trading operations with accurate data management, compliance adherence, and customer service. Candidates should possess proficiency in Excel and CRM software.Qualifications and SkillsProficiency in data entry with high accuracy and attention to detail for managing sensitive insurance trading information.Experience in document management systems to efficiently organize, store, and retrieve important documents.Strong skills in Microsoft Excel for data analysis, reporting, and transaction tracking in insurance trading activities.Ability to support customers through effective communication, addressing inquiries and resolving issues promptly.Knowledge of regulatory compliance with a focus on KYC/AML procedures to ensure adherence to industry standards.Experience working with CRM software to manage customer relationships and maintain up-to-date records effectively.Understanding of transaction processing to ensure timely and accurate execution of insurance trading operations.Excellent problem-solving skills and adaptability to handle dynamic challenges in a trading environment with professionalism.Roles and ResponsibilitiesAssist in managing back-office operations for the insurance trading department, ensuring accurate data entry and processing.Organize and maintain comprehensive document management systems to support efficient information retrieval and storage.Utilize Excel for compiling reports, analyzing data, and monitoring transaction status to support trading activities.Provide customer support by addressing inquiries, clarifying processes, and resolving any issues with professionalism.Ensure compliance with all regulatory requirements, particularly KYC/AML, to maintain adherence to industry standards.Maintain and update customer records in CRM software, ensuring all information is current and easily accessible.Facilitate transaction processing through accurate input and verification of trade details to maintain integrity and timeliness.Collaborate with team members to improve operational efficiency and contribute to achieving shared departmental goals. .
