Back Office Executive — AddOn Financial Services, Kalyan
About us We are an AMFI Registered Mutual Fund Distributor serving around 1,000 clients across 500 families. Small team, close-knit, referral driven.
What you will do
- Back office and admin work for the practice
- Process transactions: purchases, redemptions, switches, SIP registrations and cancellations
- Check forms and documents for completeness before submission
- Handle KYC, nominee updates, bank mandate and folio changes
- Upload and reconcile data on Partner & AMC portals and Insurance Company
- Maintain client files, records and CRM entries in Zoho
- Prepare portfolio reports, statements and MIS as needed
- Track pending cases till closure and flag rejections early
- General office administration and coordination
What we look for
- Good Excel skills and comfort with online portals
- Accurate, organised, able to work with numbers without mistakes
- Follows process, keeps things on time
You will learn the full working of a wealth management practice: mutual funds, PMS, AIF, insurance and client servicing. Strong candidates get plenty of learning and growth opportunities with us.
Details
- Full time, work from our Kalyan office
- Salary as per experience
Job Type: Full-time
Pay: ₹5,000.00 - ₹25,261.62 per month
Work Location: In person
