Back Office Executive ( Mutual Fund )
Published date: 2024/01/10
- Location: Delhi, Delhi, India
Full Job Description
Urgent Hiring for the position of Back Office Executive ( Mutual Fund )
Job description
· Understand Clients Investments needs
· Managing Mutual Funds transaction processing for clients
· Updating of CRM and various other systems
· Creating MIS, Reports, end of day reports
· Relationship management with fund house RMs
· Prepare Financial plans for clients and presenting them
· Meeting Targets and Client Retention goals.
· Answer clients questions, address concerns and resolve them as per SLAs
· Regularly review clients portfolio and have continuous engagement
· Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
· Continuous communication with clients to stay up to date with their financial status
· Building and maintaining your client base
Salary: 20-25 K
Working days : Mon – Sat
Location: South Delhi
Pls contact at 989991519
Job Type: Full-time
Salary: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Health insurance
Schedule:
Day shift
Ability to commute/relocate:
Delhi, Delhi: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
Experience:
Mutual funds Backend Executive: 1 year (Preferred)
Speak with the employer
+91 9899910519
Hiring Insights
Hiring 2 candidates for this role
Job activity
Posted today
Urgent Hiring for the position of Back Office Executive ( Mutual Fund )
Job description
· Understand Clients Investments needs
· Managing Mutual Funds transaction processing for clients
· Updating of CRM and various other systems
· Creating MIS, Reports, end of day reports
· Relationship management with fund house RMs
· Prepare Financial plans for clients and presenting them
· Meeting Targets and Client Retention goals.
· Answer clients questions, address concerns and resolve them as per SLAs
· Regularly review clients portfolio and have continuous engagement
· Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
· Continuous communication with clients to stay up to date with their financial status
· Building and maintaining your client base
Salary: 20-25 K
Working days : Mon – Sat
Location: South Delhi
Pls contact at 989991519
Job Type: Full-time
Salary: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Health insurance
Schedule:
Day shift
Ability to commute/relocate:
Delhi, Delhi: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
Experience:
Mutual funds Backend Executive: 1 year (Preferred)
Speak with the employer
+91 9899910519
Hiring Insights
Hiring 2 candidates for this role
Job activity
Posted today
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