1 - 31 years

0 Lacs

Posted:1 month ago| Platform: Apna logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Seeking a detail oriented back Office Executive to manage administrative task . Need to have knowledge of mutual Fund back office Software n must be having experience in Mutual fund BSE Platform . Responsible for data entry , Record maintenance and coordination with Insurance & Mutual fund AMC Companies . key Responsibilities - Accurate and efficient Data entry . Placing Clients Mutual fund Transaction Order thru BSE Platform Coordination with Mutual fund - insurance Companies - BSE Exchange platform for Timely Resolution of Customer queries . Inform Clients about Monthly Premium Due & latest new Mutual Fund schemes & bonds . Cross selling of Other financial products - mutual funds - NCD issue - corporate Fixed Deposit and Other latest products to Existing and new customer . Take Reference from existing Clients for expanding business Growth . General Administrative Task such printing / Filling of document and other scanning Work . Respond to Client Inquiries Professionally and Promptly Ensure Compliance With company policies . Contribute to back office Efficiency with timely completion of Task .

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