Job Description
Job Description –Backoffice Operations ExecutiveFinance, Investments, Mutual Funds)
What are we looking for / Job Description
We are looking for Back Office Executives in Investments, Mutual Funds domain to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm especially in back office Mutual Fund, Equities or Insurance operations or have done professional courses in finance then you will love this position.
Key Responsibilities
Understand Clients’ requirements
Managing Mutual Funds, Equities, Insurance transaction processing for clients
Updating of CRM and various other systems
Answer clients’ questions, address concerns and resolve them as per SLAs
Regularly review clients’ portfolio and have continuous engagement with them
Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients and presenting them
Creating MIS and various kind of Reports
Relationship management with RMs of Insurance companies, Fund houses etc
Meeting Operational Targets and Client Retention goals.
Meeting Quality control targets and SLAs
Building and maintaining your client base.
Qualifications required
Bachelor’s degree in business, finance or related field.
Knowledge of Financial & Securities market and Insurance
1-2 years of experience as a back office Mutual funds executive / Client Relationship manager or similar role
Internship for fresher level candidates
Certification Financial Domain like CFP, CFA, NISM certification will be added advantage, but not compulsory
Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
Critical thinker and problem-solving skills
Good time-management skills
Great interpersonal and communication skills, written and spoken English is must
Team player
Job Types: Full-time, Permanent, Fresher
Pay: ₹16,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Paid sick time
Paid time off
Education:
Bachelor's (Preferred)
Experience:
total work: 1 year (Preferred)
Work Location: In person
What are we looking for / Job Description
We are looking for Back Office Executives in Investments, Mutual Funds domain to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm especially in back office Mutual Fund, Equities or Insurance operations or have done professional courses in finance then you will love this position.
Key Responsibilities
Understand Clients’ requirements
Managing Mutual Funds, Equities, Insurance transaction processing for clients
Updating of CRM and various other systems
Answer clients’ questions, address concerns and resolve them as per SLAs
Regularly review clients’ portfolio and have continuous engagement with them
Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients and presenting them
Creating MIS and various kind of Reports
Relationship management with RMs of Insurance companies, Fund houses etc
Meeting Operational Targets and Client Retention goals.
Meeting Quality control targets and SLAs
Building and maintaining your client base.
Qualifications required
Bachelor’s degree in business, finance or related field.
Knowledge of Financial & Securities market and Insurance
1-2 years of experience as a back office Mutual funds executive / Client Relationship manager or similar role
Internship for fresher level candidates
Certification Financial Domain like CFP, CFA, NISM certification will be added advantage, but not compulsory
Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
Critical thinker and problem-solving skills
Good time-management skills
Great interpersonal and communication skills, written and spoken English is must
Team player
Job Types: Full-time, Permanent, Fresher
Pay: ₹16,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Paid sick time
Paid time off
Education:
Bachelor's (Preferred)
Experience:
total work: 1 year (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Backoffice Operations (Finance, Investments, Mutual Funds) position is now open for candidates interested in the MIS Executive 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 MIS Executive is a plus.
