Back Office Executive

Job Description

Strong understanding of financial instruments and operations Processing of mutual fund transactions (online & offline) Coordination with AMCs and R&T agents Handling FD application processing & query Coordination with respective issuer for day to day updation Documentation and processing of capital gain bond investments Communication with issuing institutions Familiarity with regulatory and compliance frameworks (FD, Mutual Fund, CKYC, CVL KRA) Proficient in Microsoft Excel (including formulas, pivot tables), Word, and PowerPoint Preparing reports and maintaining data using MS Excel Show more Show less