Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions. Show more Show less
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions. Show more Show less
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions. Show more Show less
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions. Show more Show less
1. Handle day-to-day back-office operations for Motilal Oswal trading accounts. 2. Execute and track mutual fund transactions, redemptions, and SIPs. 3. Coordinate with AMC's and Motilal's support team for operational tasks. 4. Manage insurance policy data, renewal tracking, and communication. 5. Maintain client KYC and onboarding documentation. Job Types: Full-time, Commission Pay: ₹15,000.00 - ₹20,000.00 per month Schedule: Monday to Friday Supplemental Pay: Performance bonus Application Question(s): Do you have any knowledge or experience in the Financial service sector? What are you looking for in this job? Expected Start Date: 15/07/2025
1. Handle day-to-day back-office operations for Motilal Oswal trading accounts. 2. Execute and track mutual fund transactions, redemptions, and SIPs. 3. Coordinate with AMC's and Motilal's support team for operational tasks. 4. Manage insurance policy data, renewal tracking, and communication. 5. Maintain client KYC and onboarding documentation. Job Types: Full-time, Commission Pay: ₹15,000.00 - ₹20,000.00 per month Schedule: Monday to Friday Supplemental Pay: Performance bonus Application Question(s): What are you looking for in this job? What would you do if a client asks you something that you don’t know the answer to? Expected Start Date: 15/07/2025
As a Back-Office Operations Executive, your primary responsibility will be to manage the day-to-day operations for Motilal Oswal trading accounts. This includes executing and monitoring mutual fund transactions, redemptions, and SIPs. You will also be required to liaise with AMC's and Motilal's support team to ensure smooth operational tasks are carried out efficiently. Additionally, you will be responsible for maintaining insurance policy data, tracking renewals, and effectively communicating with clients regarding these matters. It will be essential for you to ensure accurate and up-to-date client KYC and onboarding documentation is properly managed. About the Company: We are a comprehensive financial services provider, offering solutions for insurance, mutual funds, equities, and tax planning. Our focus is on providing investor-friendly advice to help clients achieve their financial goals and offering tailored financial planning tools to meet their needs. We aim to deliver personalized solutions for all financial inquiries related to investments, savings, tax planning, insurance, and more. We have partnered with MOTILAL OSWAL GROUP, leveraging their over 30 years of experience and research expertise in equities and other financial services. Additionally, we collaborate with various Asset Management Companies (AMCs) to offer a diverse range of mutual fund schemes to cater to the diverse needs of our clients. Our platform serves as a one-stop solution for all financial concerns, providing comprehensive financial services and tailored solutions.,
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute and track mutual fund transactions, redemptions, and SIPs. Coordinate with AMC's and Motilal's support team for operational tasks. Manage insurance policy data, renewal tracking, and communication. Maintain client KYC and onboarding documentation. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
As an experienced back-office operations professional in the financial services industry, your role at Motilal Oswal will involve the following key responsibilities: - Handle day-to-day back-office operations for Motilal Oswal trading accounts. - Execute and track mutual fund transactions, redemptions, and SIPs. - Coordinate with AMC's and Motilal's support team for operational tasks. - Manage insurance policy data, renewal tracking, and communication. - Maintain client KYC and onboarding documentation. The company you will be working for is a comprehensive financial services provider, offering solutions for insurance, mutual funds, equities, and tax planning. They are committed to providing investor-friendly advice for wealth growth and financial planning tools to help clients achieve their financial goals. With a focus on customized solutions, the company aims to address all financial queries related to investments, savings, tax planning, and insurance. Partnering with Motilal Oswal Group, the company leverages over 30 years of experience and research in equity and other financial services. Additionally, collaborations with various AMCs enable them to offer a wide range of mutual fund schemes tailored to meet diverse needs. By providing a single platform for all financial concerns and solutions, the company aims to simplify the financial journey for their clients.,
As a Back-Office Operations Executive at the company, your role involves handling day-to-day back-office operations for Motilal Oswal trading accounts. This includes executing and tracking mutual fund transactions, redemptions, and SIPs. You will be responsible for coordinating with AMC's and Motilal's support team for operational tasks, managing insurance policy data, renewal tracking, and communication, as well as maintaining client KYC and onboarding documentation. Qualifications required for this role include: - Proven experience in back-office operations within the financial services industry. - Strong understanding of mutual fund transactions and KYC procedures. - Excellent communication skills to coordinate with various stakeholders effectively. - Attention to detail and ability to manage multiple tasks simultaneously. The company is a comprehensive solution provider for various financial needs such as insurance, mutual funds, equities, and tax planning. With a focus on investor-friendly advice and wealth growth for clients, the company offers customized financial solutions tailored to individual goals. Partnering with Motilal Oswal Group brings over 30 years of experience and research expertise in equity and other services, while collaborations with different AMCs ensure a wide range of mutual fund schemes to meet diverse needs. This platform aims to address all financial concerns and provide effective solutions for investments, savings, tax planning, and insurance.,
What We’re Looking For (Female Candidates Only) ✔ Graduate in B.Com/BBA ✔ Basic knowledge of finance preferred (not mandatory) ✔ Comfortable with computer, Excel, and email writing ✔ Detail-oriented & organised ✔ Good communication skills ✔ Lives in Tricity (Panchkula/Chandigarh/Mohali) ✔ Looking for a stable full-time role for at least 1–2 years Key Responsibilities 1. Handle day-to-day back-office operations for Motilal Oswal trading accounts. 2. Execute mutual fund purchase/redemption requests and track SIPs. 3. Coordinate with AMCs and Motilal Oswal support team for operational tasks. 4. Manage insurance policy data, renewal reminders, and client communication. 5. Maintain client KYC documentation, onboarding data, and compliance files. 6. Work on Excel/Google Sheets for maintaining daily MIS. What You Get · Full training in mutual funds, stocks & insurance operations · Safe home-office environment · Opportunity to grow into Operations Lead · Performance incentives after 6 months · Stable 8:30 AM – 5:00 PM work timings Job Types: Full-time, Permanent Pay: ₹12,000.00 - ₹20,000.00 per month Work Location: In person
Key Responsibilities Handle day-to-day back-office operations for Motilal Oswal trading accounts. Execute mutual fund purchase/redemption requests and track SIPs. Coordinate with AMCs and Motilal Oswal support team for operational tasks. Manage insurance policy data, renewal reminders, and client communication. Maintain client KYC documentation, onboarding data, and compliance files. Work on Excel/Google Sheets for maintaining daily MIS. About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc. Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
As a Back Office Operations Executive at the company, your role will involve handling day-to-day back-office operations for Motilal Oswal trading accounts. This includes executing mutual fund purchase/redemption requests, tracking SIPs, and coordinating with AMCs and Motilal Oswal support team for operational tasks. You will also be responsible for managing insurance policy data, renewal reminders, and client communication. Additionally, maintaining client KYC documentation, onboarding data, and compliance files will be a key part of your responsibilities. Working on Excel/Google Sheets for maintaining daily MIS will also be part of your routine tasks. Qualifications Required: - Prior experience in back-office operations in the financial services sector - Proficiency in Excel/Google Sheets for maintaining MIS - Strong communication skills for coordinating with AMCs, Motilal Oswal support team, and clients - Knowledge of mutual funds, insurance policies, and KYC documentation processes About the Company: The company is a one-stop solution for all financial needs, including insurance, mutual funds, equities, and tax planning. The focus is on providing investor-friendly advice for wealth growth and offering tools for financial planning. With a partnership with MOTILAL OSWAL GROUP, the company leverages over 30 years of experience and research in equity and other services. Partnering with different AMCs enables a wide range of mutual fund schemes to suit various needs. The company aims to provide customized solutions for financial queries related to investments, savings, tax planning, and insurance, ultimately helping clients achieve their financial goals. As a Back Office Operations Executive at the company, your role will involve handling day-to-day back-office operations for Motilal Oswal trading accounts. This includes executing mutual fund purchase/redemption requests, tracking SIPs, and coordinating with AMCs and Motilal Oswal support team for operational tasks. You will also be responsible for managing insurance policy data, renewal reminders, and client communication. Additionally, maintaining client KYC documentation, onboarding data, and compliance files will be a key part of your responsibilities. Working on Excel/Google Sheets for maintaining daily MIS will also be part of your routine tasks. Qualifications Required: - Prior experience in back-office operations in the financial services sector - Proficiency in Excel/Google Sheets for maintaining MIS - Strong communication skills for coordinating with AMCs, Motilal Oswal support team, and clients - Knowledge of mutual funds, insurance policies, and KYC documentation processes About the Company: The company is a one-stop solution for all financial needs, including insurance, mutual funds, equities, and tax planning. The focus is on providing investor-friendly advice for wealth growth and offering tools for financial planning. With a partnership with MOTILAL OSWAL GROUP, the company leverages over 30 years of experience and research in equity and other services. Partnering with different AMCs enables a wide range of mutual fund schemes to suit various needs. The company aims to provide customized solutions for financial queries related to investments, savings, tax planning, and insurance, ultimately helping clients achieve their financial goals.