Back Office Executive

0 years

0 Lacs

Posted:3 weeks ago| Platform: Indeed logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are hiring a Back Office Executive to support our mutual fund advisory operations. The role includes handling NJ e-Wealth account opening, managing client documentation, processing transactions, and maintaining records. The candidate will assist in day-to-day operational work, ensure timely follow-ups, and support the team in all backend activities related to investments.

Key Responsibilities:

  • Handle e-Wealth account opening and documentation (NJ Platform)
  • Process SIP/lumpsum transactions and generate transaction links.
  • Prepare reports for valuation, SWP/SIP tracking, and reviews.
  • Coordinate with the advisor and AMC back-end team when needed.
  • Assist in other Mutual Fund & Insurance operational activities

Job Type: Full-time

Pay: ₹20,000.00 - ₹25,000.00 per month

Schedule:

  • Day shift

Location:

  • Majiwada, Thane, Maharashtra (Preferred)

Work Location: In person

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