1 - 3 years
0 - 2 Lacs
Posted:20 hours ago|
Platform:
Work from Office
Full Time
Back Office Executive Mutual Fund Distributor ( MALE PREFERRED )
Location: Kanpur, Uttar Pradesh (On-site / Office-based job)
Job Type: Full-time (MonSat)
About the Role: We are a Mutual Fund Distribution firm looking for a Back Office Executive to handle daily operations, client servicing, and coordination with AMCs & RTAs.
The role is ideal for someone who is organized, detail-oriented, and eager to build a career in the financial services industry.
Key Responsibilities:
• Process mutual fund transactions (purchase, redemption, SIP) via NSE NMF II / BSE Star MF / MFU platforms.
• Assist clients with SIP registration, KYC, and online mandate setup.
• Maintain client records, reports, and compliance documents.
• Generate portfolio statements, capital gain reports, and track SIP performance.
• Coordinate with AMCs, RTAs (CAMS / KFintech) for query resolution.
• Handle client queries through phone and email professionally.
Skills Required:
• Basic knowledge of mutual funds, SIPs, NAV, KYC.
• Comfortable using MS Excel, Word, Email, and online portals.
• Good communication in English & Hindi.
• Accuracy in data handling and documentation.
Qualification: • Graduate (Commerce / Finance preferred).
• NISM Mutual Fund (V-A) certificate preferred but not mandatory.
Salary Range: 12,000 – 20,000 per month (Depending on experience and skill level)
• Performance Incentives / Annual Bonus
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