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FinTrust Investments Pvt Ltd
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Back Office Executive (Operations)

Back Office Executive (Operations)

FinTrust Investments Pvt Ltd

0 years

|

1 Lacs

Posted:4 days ago| Platform: GlassDoor logo

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Skills Required

transactions sip reconciliations support compliance audit reporting resolve research data processing

Work Mode

On-site

Job Type

Part Time

Job Description

Key Responsibilities

Handle end-to-end client onboarding, KYC, account opening, and UCC creation across MF, PMS, AIF, and broking platforms.
Coordinate with AMCs, brokers, RTA (CAMS/Karvy), and custodians for execution of transactions, redemptions, switches, and corporate actions.
Manage SIP/STP/SWP registrations, reconciliations, and renewals.
Track and ensure timely settlement of trades, payouts, and reporting.
Maintain accurate records of client investments in internal systems/CRM.
Support compliance, audit, and regulatory reporting requirements.
Resolve client queries related to statements, transactions, and operational issues.
Coordinate with Relationship Managers and Research team for smooth workflow.
Ensure zero error in data entry, MIS reporting, and daily operational tasks.

Job Type: Fresher

Pay: Up to ₹15,000.00 per month

Application Question(s):

“Have you directly handled mutual fund / PMS / AIF / equity back-office operations (such as KYC, account opening, SIP/STP/SWP registrations, transaction processing, and reconciliations) in your previous role?”

Work Location: In person

More Jobs at FinTrust Investments Pvt Ltd

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FinTrust Investments Pvt Ltd

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