Vijay Puri & Co

1 Job openings at Vijay Puri & Co
Back Office Executive Majiwada, Thane, Maharashtra 0 years INR 0.2 - 0.25 Lacs P.A. On-site Full Time

We are hiring a Back Office Executive to support our mutual fund advisory operations. The role includes handling NJ e-Wealth account opening , managing client documentation, processing transactions, and maintaining records. The candidate will assist in day-to-day operational work, ensure timely follow-ups, and support the team in all backend activities related to investments. ✅ Key Responsibilities: Handle e-Wealth account opening and documentation (NJ Platform) Process SIP/lumpsum transactions and generate transaction links. Prepare reports for valuation, SWP/SIP tracking, and reviews. Coordinate with the advisor and AMC back-end team when needed. Assist in other Mutual Fund & Insurance operational activities Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Schedule: Day shift Location: Majiwada, Thane, Maharashtra (Preferred) Work Location: In person