Back Office Executive

1 - 3 years

1 - 2 Lacs

Posted:5 hours ago| Platform: GlassDoor logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Maintain and update client investment records and documentation
  • Coordinate with AMCs, PMS providers & financial institutions for account opening, transactions & query resolutions
  • Handle client onboarding, KYC verification & compliance documentation
  • Process investment applications, redemptions, switches, STPs & SIPs accurately
  • Prepare portfolio reports, MIS, transaction summaries and statements
  • Assist relationship managers in servicing high-net-worth clients (HNIs & UHNWIs)
  • Address client queries via email & phone professionally
  • Ensure accuracy in data entry and maintain confidentiality
  • Support audit and compliance processes

Requirements:

  • Bachelor’s degree in Commerce/Finance/Business or related field
  • 1–3 years of experience in financial services / mutual fund back office preferred
  • Good understanding of Mutual Funds, PMS & investment products
  • Knowledge of KYC, FATCA, CKYC & SEBI compliance rules
  • Strong MS Excel & documentation skills
  • Excellent communication & coordination abilities
  • Attention to detail and ability to work under timelines

Good to Have:

  • NISM Mutual Fund Distributor Certification (advantage)
  • Experience with BSE Star MF / NSE NMF / CAMS / KFintech portals

Salary: As per industry standards
Joining: Immediate / 30 days

Job Type: Full-time

Pay: ₹15,000.00 - ₹18,000.00 per month

Work Location: In person

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You