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Back Office Executive M-fins

2.0 - 4.0 years

2 - 4 Lacs

dombivli

Work from Office

The person will manage the back-office operations for Mutual Funds & Insurance. Track business transactions, receipts, reports, etc. Track outward documents & its entries in outward sheet. Old entries to be tallied against report & update accordingly. Handle routine business activities like Account opening, Investment forms processing, modifications in account, transmissions and demat related processes, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle customer queries / service issues Maintain updated client contact records using web utilities. Document all client contacts a...

Posted 6 hours ago

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M-fins logo
Back Office Executive M-fins

2.0 - 4.0 years

2 - 4 Lacs

dombivli

Work from Office

The person will manage the back-office operations for Mutual Funds & Insurance. Track business transactions, receipts, reports, etc. Track outward documents & its entries in outward sheet. Old entries to be tallied against report & update accordingly. Handle routine business activities like Account opening, Investment forms processing, modifications in account, transmissions and demat related processes, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle customer queries / service issues Maintain updated client contact records using web utilities. Document all client contacts a...

Posted 3 months ago

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M-fins logo
Back Office Executive M-fins

2 - 4 years

2 - 4 Lacs

Dombivli

Work from Office

The person will manage the back-office operations for Mutual Funds & Insurance. Track business transactions, receipts, reports, etc. Track outward documents & its entries in outward sheet. Old entries to be tallied against report & update accordingly. Handle routine business activities like Account opening, Investment forms processing, modifications in account, transmissions and demat related processes, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle customer queries / service issues Maintain updated client contact records using web utilities. Document all client contacts a...

Posted 7 months ago

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