Senior Back Office Executive
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Description:- Senior Executive – Back Office - Location - Andheri West
Portfolio data accounting and management
Website data updating and maintenance of the company database and mobile app data on a daily basis,
Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products, and various platforms and compliance and kyc paperwork
Client communication for data update and email and management of clients' servicing and implementation requests as per agreed TATs
Management and upkeep of client servicing data and software
Handholding clients on the usage of various platforms for the implementation of advice and mobile app for portfolio viewing
Handling business back office by following systems and processes
Coordinating with office boy teams for documentation and client servicing management
Following systems and processes for business back office as per company SOPs, TATs & SLAs
Handling projects related to client servicing and online platforms and executions of new back office projects
Reporting - Sending of portfolio reports/tax reports / any other reports – report generation and sending
General office administration
Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service
Qualifications
Good communication skills, NISM V A certification mandatory, , Any Graduate, CFP would be an advantage, 4-5 years relevant work experience mandatory
Portfolio data accounting and management
Website data updating and maintenance of the company database and mobile app data on a daily basis,
Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products, and various platforms and compliance and kyc paperwork
Client communication for data update and email and management of clients' servicing and implementation requests as per agreed TATs
Management and upkeep of client servicing data and software
Handholding clients on the usage of various platforms for the implementation of advice and mobile app for portfolio viewing
Handling business back office by following systems and processes
Coordinating with office boy teams for documentation and client servicing management
Following systems and processes for business back office as per company SOPs, TATs & SLAs
Handling projects related to client servicing and online platforms and executions of new back office projects
Reporting - Sending of portfolio reports/tax reports / any other reports – report generation and sending
General office administration
Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service
Qualifications
Good communication skills, NISM V A certification mandatory, , Any Graduate, CFP would be an advantage, 4-5 years relevant work experience mandatory
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