Back Office Executive
Dharmesh Rajnikant ShahFixed
₹12,000 - ₹15,000
Average Incentives*
₹7,500
Earning Potential
₹22,500
Fixed
₹12,000 - ₹15,000
Average Incentives
₹7,500
Earning Potential
₹22,500
You can earn more incentive if you perform well
Job highlights
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
Job requirements
About company
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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.
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