Job Description
- Handling documentation for investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and kyc
- Portfolio data management, maintenance of the portfolio database on daily basis
- Management of clients' servicing and implementation requests
- Management and upkeep of client servicing data and softwares
- Handholding clients on usage of various platforms for implementation of advice
- Handling business daily back office operations by following systems and processes
- Coordinating with office boy teams for client servicing
- Following company SOPs, TATs & SLAs
- Reporting - Sending of portfolio reports/tax reports / any other reports – report generation and sending and General office administration
- Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service
Job Type: Full-time
Salary: ₹300,000.00 - ₹500,000.00 per year
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Performance bonus
COVID-1+ considerations:
not applicable
Experience:
• mutual fund work: 2 years (Required)
License/Certification:
• NISM V A (Required
- Portfolio data management, maintenance of the portfolio database on daily basis
- Management of clients' servicing and implementation requests
- Management and upkeep of client servicing data and softwares
- Handholding clients on usage of various platforms for implementation of advice
- Handling business daily back office operations by following systems and processes
- Coordinating with office boy teams for client servicing
- Following company SOPs, TATs & SLAs
- Reporting - Sending of portfolio reports/tax reports / any other reports – report generation and sending and General office administration
- Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service
Job Type: Full-time
Salary: ₹300,000.00 - ₹500,000.00 per year
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Performance bonus
COVID-1+ considerations:
not applicable
Experience:
• mutual fund work: 2 years (Required)
License/Certification:
• NISM V A (Required
💡 Quick Summary
Seeking a career-building opportunity? The Senior Back Office Executive 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.
