Rta opration| Mutual fund back office executive

0 years

0 Lacs

Posted:2 months ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This is a full-time on-site role for an RTA Operation | Mutual Fund Back Office Executive at Dear Money Financial Services, located in Vadodara. The role involves managing various tasks related to mutual fund operations, including processing transactions, maintaining records, reconciling accounts, and ensuring compliance with regulatory requirements. The executive will also be responsible for handling client communications, supporting sales teams with necessary operational tasks, and project management to streamline procedures and enhance efficiency.

Qualifications

  • Strong Analytical Skills for processing transactions and reconciling accounts
  • Excellent Communication skills for handling client communications and supporting sales teams
  • Experience in Management and Project Management
  • Proficiency in using financial software and tools
  • Detail-oriented with strong organizational skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Business Administration, or related field
  • nism certification

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