Back Office Executive – Wealth Management
Location: Ameerpet, Hyderabad
Experience: 2–5 Years
Employment Type: Full-Time
79th East Private Limited is hiring a Back Office Executive with experience in Wealth Management operations. The ideal candidate should have hands-on expertise in Mutual Fund operations, Demat account servicing, KYC processing, RTA coordination, transaction processing, ledger reporting, and MIS reporting.
Key Responsibilities
- Handle KYC, CKYC, FATCA, and client onboarding documentation.
- Process Mutual Fund transactions including Purchase, Redemption, SIP, STP, SWP, and Switches.
- Coordinate with RTAs (CAMS, KFin Technologies, etc.) for transaction processing and service requests.
- Manage Demat account opening, modifications, nominee updates, bank changes, transmission, and account maintenance.
- Prepare ledger reports, holding statements, transaction reports, and client portfolio reports.
- Create and maintain Daily, Weekly, and Monthly MIS Reports for management.
- Support Relationship Managers with operational activities and client servicing.
- Ensure compliance with SEBI, AMFI, and regulatory guidelines while maintaining accurate records.
Required Skills
- 2–5 years of experience in Wealth Management or Financial Services.
- Strong knowledge of Mutual Fund Operations, Demat Services, KYC & RTA Processes.
- Excellent proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, Pivot Tables, IF Functions, Conditional Formatting, Data Validation, Dashboards & MIS Reporting).
- Strong analytical, documentation, and communication skills.
- Ability to work with accuracy, meet deadlines, and manage multiple operational tasks.
Preferred Qualification
- Graduate in Commerce, Finance, or Business Administration.
- NISM Mutual Fund Distributor (Series V-A) certification is preferred.
If you're passionate about wealth management operations and have a keen eye for accuracy and client service, we'd love to hear from you.
Pay: ₹300,000.00 - ₹500,000.00 per year
Experience:
- Back Office : 2 years (Preferred)
License/Certification:
Work Location: In person
