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Back Office - Executive

Back Office - Executive

Cafemutual

2 years

0 Lacs

mumbai maharashtra india

Posted:1 day ago| Platform:

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Skills Required

portfolio data management updating maintenance database mobile documentation support compliance communication reporting reports report

Work Mode

On-site

Job Type

Full Time

Job Description

Job OpeningBack Office - Executive

Company

Plan Ahead Wealth Advisors Pvt. Ltd.

Description

Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis
Providing documentation support 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
Management and upkeep of client servicing data and softwares
Hand Holding 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
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)
General office administration
Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service.

PositionBack Office - Executive

Qualifications

Graduation

Experience

Minimum 2 years of experienceAdditional InformationInterested candidates please mail across your resume on hr@planahead.inNo. of Vacancies2RemunerationAs per industry standardsLocationAndheri - MumbaiWebsitewww.planahead.in

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