Mutual Fund Transactions-Back Office Executive

Thorough understanding of mutual funds and insurance is compulsory.

· Executing Mutual Funds Transactions, Insurance and other investments transactions on behalf of clients and the Firm

· Checking and monitoring mutual fund transactions / reports using our software, other Financial products transactions

· Client account opening documentation / other financial products application form filling, coordinating / meeting clients to complete onboarding / updation process.

· Coordinating with Mutual fund companies, Insurance Companies, and other Investments / product companies, Chartered Accountants, Tax consultants

· Pro-actively responding to investment / Insurance / other companies emails / phone calls to ensure all pending work is completed.

· Pro-actively responding to Customer emails / phone calls / Whatsapp / other digital apps messages on a daily basis. Providing prompt support to customers over email / phone calls / whatsapp / other digital messaging apps as and when required

· Data entries in Excel / Word / other softwares

· Other office admin work including accounting, Record keeping

· Visiting Investment company offices / RTA offices in and around Margao to submit forms / documents (If necessary)

· Visiting clients in and around Margao to complete documentation. (If necessary)

Job Type: Full-time

Pay: ₹8,000.00 - ₹12,000.00 per month

Benefits:

• Cell phone reimbursement

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)

Work Location: In person