Job Title: Back Office Executive – Personal Finance Operations Location: Science City Employment Type: Full-time Job Summary: We are looking for a detail-oriented and organized **Back Office Executive** to manage and support day-to-day operational activities related to **Mutual Funds, Insurance, NPS, Bonds, and other personal finance products**. The role involves data processing, documentation, coordination with clients and service providers, and ensuring compliance with industry regulations. Key Responsibilities: * Process transactions related to **Mutual Funds (SIP, SWP, Redemption)**, insurance policies, NPS contributions, etc. * Maintain and update client records in CRM or Excel. * Coordinate with AMCs, insurance companies, and platforms like CAMS, KFintech, NSDL, etc. * Handle **nomination, transmission, KYC updates**, and form processing. * Monitor TAT (Turnaround Time) and ensure timely completion of tasks. * Reconcile statements, generate reports, and assist in audit/documentation. * Respond to basic client service queries via email or calls (non-sales). * Assist front-office team with required backend documentation and reports. * Stay updated with industry compliance (SEBI, IRDAI, PFRDA guidelines). *Required Skills & Qualifications: * Graduate in Commerce/Finance/BBA or equivalent. * 0-3 years of experience in financial back office preferred. * Proficient in MS Excel, Google Sheets, and data entry. * Knowledge of mutual fund platforms (MF Utility, BSE StarMF, NSE NMF), insurance portals, etc. is a plus. * Attention to detail and strong organizational skills. * Ability to handle confidential data responsibly. Preferred Qualities: * NISM VA or insurance certifications (can be completed after joining). * Familiarity with tools like CAMS Online, KFintech, IRDAI portals. * Willingness to learn and grow into more client-facing or analytical roles.
Company Description PROMORE FINTECH is dedicated to addressing all your financial needs, offering comprehensive investment solutions, risk mitigation, and tax planning. We specialize in estate planning, inheritance, and succession, ensuring robust financial strategies for our clients. Our expertise spans every aspect of financial management, providing tailored solutions to meet diverse financial goals. Role Description This is a full-time, on-site role based in Ahmedabad for a Human Resources Assistant. The Human Resources Assistant will handle daily HR tasks such as managing employee records, overseeing benefits administration, coordinating training sessions, and maintaining HR information systems (HRIS). Additionally, the role includes supporting HR management, assisting with recruitment processes, and responding to employee inquiries. Qualifications Proficiency in Human Resources (HR), HR Management, and HR Information Systems (HRIS) Experience in Benefits Administration and Training Strong organizational and administrative skills Excellent interpersonal and communication skills Ability to handle confidential information with discretion Bachelor's degree in Human Resources, Business Administration, or a related field Previous experience in an HR role is beneficial