Job Description
Job Title: Back Office Operations Executive/Client Services Specialist
Experience: 2-3 years
Industry: Wealth Management / Financial Services
Key Responsibilities:
Handle end-to-end mutual fund operations via platforms like NSE NMF, BSE StarMF, MFU.
Support financial planners in onboarding clients and executing transactions.
Coordinate with RMs for client servicing and MIS updates.
Manage documentation, KYC, FATCA, and compliance-related tasks.
Communicate effectively with AMCs and clients for smooth transaction processing.
Skills & Tools:
Proficient in MF platforms (NSE NMF, BSE StarMF, CAMS, Karvy)
Sound knowledge of financial products – Mutual Funds, Insurance, FD, Bonds
Strong coordination, communication, and documentation handling skills
MS Office, Data Management, and Compliance tracking
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
Health insurance
Paid sick time
Paid time off
Schedule:
Day shift
Supplemental Pay:
Yearly bonus
Work Location: In person
Experience: 2-3 years
Industry: Wealth Management / Financial Services
Key Responsibilities:
Handle end-to-end mutual fund operations via platforms like NSE NMF, BSE StarMF, MFU.
Support financial planners in onboarding clients and executing transactions.
Coordinate with RMs for client servicing and MIS updates.
Manage documentation, KYC, FATCA, and compliance-related tasks.
Communicate effectively with AMCs and clients for smooth transaction processing.
Skills & Tools:
Proficient in MF platforms (NSE NMF, BSE StarMF, CAMS, Karvy)
Sound knowledge of financial products – Mutual Funds, Insurance, FD, Bonds
Strong coordination, communication, and documentation handling skills
MS Office, Data Management, and Compliance tracking
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
Health insurance
Paid sick time
Paid time off
Schedule:
Day shift
Supplemental Pay:
Yearly bonus
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Back Office Operations Executive position is now open for candidates interested in the Office Assistant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Office Assistant Jobs is a plus.