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transactions reconciliations reporting compliance documentation resolve support management crm software salesforce pipeline metrics data regulations communication development schedule

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Work from Office

Job Type

Full Time

Job Description

Back Office Responsibilities: - Manage mutual fund transactions, reconciliations, and reporting - Ensure compliance with regulatory requirements and company policies - Maintain accurate records and documentation Tele Calling Responsibilities: - Handle inbound and outbound calls to clients and prospects - Provide product information, resolve queries, and offer support - Identify new business opportunities and upsell/cross-sell products Relationship Management Responsibilities: - Build and maintain relationships with clients, distributors, and partners - Ensure client satisfaction, address concerns, and provide solutions - Collaborate with internal teams to meet client needs CRM Responsibilities: - Manage and update CRM software (e.g., Salesforce) to track client interactions, sales pipeline, and performance metrics - Ensure data accuracy, completeness, and confidentiality Requirements: - Minimum 1 years of experience in mutual fund operations, sales, or relationship management - Strong knowledge of mutual fund products, regulations, and industry trends - Excellent communication, interpersonal, and problem-solving skills - Proficiency in CRM software (e.g., Salesforce) and MS Office - Ability to multitask, prioritize, and meet deadlines What We Offer: - Competitive salary and benefits package - Opportunity to work with a leading company - Professional growth and development opportunities Job Type: Full-time Pay: ₹9,438.35 - ₹29,120.93 per month Schedule: Day shift Fixed shift Morning shift Supplemental Pay: Performance bonus Work Location: In person

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Mutual fund back Office

Vidyavihar, Mumbai, Maharashtra

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INR 0 - 0 Lacs

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