Back Office Executive

Dharmesh Rajnikant Shah
Santacruz West, Mumbai/Bombay
₹12,000 - ₹22,500 monthly*

Fixed

₹12,000 - ₹15,000

Average Incentives*

₹7,500

Earning Potential

₹22,500

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Basic EnglishBasic English

Job highlights

10 applicants

10 applicants

Job Description

About the RoleWe are looking for a detail-oriented and proactive Back Office Executive to manage operations related to Alternate Investment Products.

The ideal candidate should have excellent coordination skills, strong documentation abilities, and a customer-first approach.


  • Coordinate with clients for KYC, FATCA, CKYC, bank details and other mandatory documentation.
  • Ensure timely execution, application processing, and investment confirmation.
  • Maintain accurate records of investments, maturity schedules, interest payouts and renewals.
  • Coordinate with product providers, fintech platforms and issuers for transaction execution and issue resolution.
  • Generate client reports, portfolio summaries and MIS reports.
  • Handle redemption, maturity, reinvestment and transfer requests.
  • Good knowledge of Microsoft Excel, Word and Outlook.
  • Basic understanding of financial products and investment operations.
  • Preferred QualificationGraduate in Commerce, Finance or Business Administration.
  • 1 yr of experience in financial services, wealth management, NBFC, brokerage or mutual fund back-office operations.
  • Experience with alternate investment products will be an added advantage.
  • Products Handled Fixed Return Products
  • Corporate Fixed Deposits
  • Non-Convertible Debentures (NCDs)
  • Government & PSU Bonds
  • Secondary Market Bonds
  • P2P Lending
  • Invoice Discounting
  • Market Linked Debentures (MLDs)
  • REITs & InvITs
  • Structured Investment Products
  • SalaryCompetitive salary based on experience.
  • Performance-based incentives.
  • Opportunity to learn and grow in the wealth management industry


SalaryCompetitive salary based on experience.

Performance-based incentives.

Opportunity to learn and grow in the wealth management industry.

Job role

Work location
Work locationG42 Hi-Life Mall, Nr Railway Stn, Santacruz (West), Mumbai, Maharashtra, India Santacruz West, Mumbai/Bombay
Department
DepartmentAdmin / Back Office / Computer Operator
Role / Category
Role / CategoryBack Office
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
EducationGraduate
English level
English levelBasic English
Age limit
Age limit18 - 30 years
Gender
GenderAny gender

About company

Name
NameDharmesh Rajnikant Shah
Address
AddressG42 Hi-Life Mall, Nr Railway Stn, Santacruz (West), Mumbai, Maharashtra, India Santacruz West, Mumbai/Bombay
Job posted by Dharmesh Rajnikant Shah

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You can expect a minimum salary of 12,000 INR and can go up to 22,500 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

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