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.,