Job Description:- Senior Executive – Back Office - Location - Andheri West

Portfolio data accounting and management

Website data updating and maintenance of the company database and mobile app data on a daily basis,

Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products, and various platforms 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 software

Handholding clients on the usage of various platforms for the 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

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

General office administration

Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service

Qualifications

Good communication skills, NISM V A certification mandatory, , Any Graduate, CFP would be an advantage, 4-5 years relevant work experience mandatory