Job Description
Roles and Responsibilities
Portfolio data management and website data updating andmaintenance of the company database and mobile app data on daily basis,
Providing support by handling documentation for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and kyc paperwork
Client communication for data update and email and management of clients' servicing and implementation requests as per agreed TATs
Management and upkeep of client servicing data and softwares
Handholding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing
Handling business back office by following systems and processes
Coordinating with office boy teams for documentation and client servicing management
Following systems and processes for business back office as per company SOPs, TATs & SLAs
Desired Candidate Profile
Handling projects related to client servicing and online platforms and executions of new back office projects
Reporting - Sending of portfolio reports / tax reports / any other reports – report generation and sending (advice is not included in back office job responsibility
Portfolio data management and website data updating andmaintenance of the company database and mobile app data on daily basis,
Providing support by handling documentation for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and kyc paperwork
Client communication for data update and email and management of clients' servicing and implementation requests as per agreed TATs
Management and upkeep of client servicing data and softwares
Handholding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing
Handling business back office by following systems and processes
Coordinating with office boy teams for documentation and client servicing management
Following systems and processes for business back office as per company SOPs, TATs & SLAs
Desired Candidate Profile
Handling projects related to client servicing and online platforms and executions of new back office projects
Reporting - Sending of portfolio reports / tax reports / any other reports – report generation and sending (advice is not included in back office job responsibility
💡 Quick Summary
Seeking a career-building opportunity? The Executive Back Office position is now open for candidates interested in the Admin 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 Admin Executive is a plus.
