Backend office
Published date: 2024/01/10
- Location: Bengaluru, Karnataka, India
Desired Candidate profile:
Experience: 4 to 6 years
Location: Bangalore (Preferred)
Education: Graduate with NISM - VA Certification
Industry: Financial Services / Wealth Management
Designation/ Role: Manager – Back office Operations
Job description:
1. Will be in charge of uploading daily Mutual fund and direct equity feeds in the software.
2. Upload of transaction data of all other investments products like PMS, AIF etc.
3. Updating and maintaining customer data on software.
4. Will be responsible for maintaining accuracy of customer reports.
5. Liaison with vendor partners on daily basis.
6. MIS reporting.
Required Candidate Profile:
• Great interpersonal and communication skills
• Knowledge on Mutual Funds, PMS & Direct Equity
• Diligent with high ownership
• Reasonably high level of understanding of Backoffice operations of wealth management
• Reasonably high level of MS Office Excel Skills would be a must.
Job Type: Full-time
Experience: 4 to 6 years
Location: Bangalore (Preferred)
Education: Graduate with NISM - VA Certification
Industry: Financial Services / Wealth Management
Designation/ Role: Manager – Back office Operations
Job description:
1. Will be in charge of uploading daily Mutual fund and direct equity feeds in the software.
2. Upload of transaction data of all other investments products like PMS, AIF etc.
3. Updating and maintaining customer data on software.
4. Will be responsible for maintaining accuracy of customer reports.
5. Liaison with vendor partners on daily basis.
6. MIS reporting.
Required Candidate Profile:
• Great interpersonal and communication skills
• Knowledge on Mutual Funds, PMS & Direct Equity
• Diligent with high ownership
• Reasonably high level of understanding of Backoffice operations of wealth management
• Reasonably high level of MS Office Excel Skills would be a must.
Job Type: Full-time
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