Job Summary: Ours is fastest growing Wealth Management firm specializing in Mutual Funds and Insurance, based out of Delhi
. We are seeking a highly organized and detail-oriented Mutual Fund Back Office Executive to join our team.
The ideal candidate will be responsible for performing administrative and backend support tasks to support the daily operations of our business.
The Mutual Fund Back Office Executive will be responsible for maintaining accurate investments records, preparing Mutual Funds reports, and ensuring efficient communication between clients and other departments.
Responsibilities: *Organize and maintain files and databases in a confidential manner.
*Manage Mutual Fund transactions financial and non financial.
*Assist in the preparation of regularly scheduled reports.
*Develop and maintain a filing system for important documents and contracts.
*Respond to customer queries in a timely and effective manner.
Requirements: Graduate diploma or equivalent required;
*Proven experience as a back office executive in Mutual Fund Industry.
*Proficient in MS Office, especially Excel and Word.
*Excellent organizational and time management skills.
*Strong written and verbal communication skills.
*Ability to multitask and prioritize tasks effectively.
*Ability to work independently with minimum procedures is a plus.
Job Type: Full-time
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Leave encashment
Education:
Experience:
- Mutual Fund OPerations: 1 year (Required)
License/Certification:
- NISM certification Preferred. (Preferred)
Location:
Work Location: In person
