Back Office Executive

4 weeks ago


Ahmedabad, India DSFS WEALTH LLP Full time

Knowledge Required:

  • Knowledge of platforms like CAMS edge 360, K-Fintech, NSE Platform
  • Domain Knowledge
  • MS Office
  • Using Internet and Emails
  • Advance Excel Reporting Skills


Job Description

  • Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience.
  • Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes within the organization
  • Demonstrate exceptional problem-solving skills and a client-centric approach to efficiently resolve client queries and concerns.
  • Prepare and maintain comprehensive client portfolios, adhering to the predefined periodic distribution schedule and ensuring accuracy and completeness.
  • Proactively follow up with leads and clients to expedite the business closure process and contribute to achieving faster turnaround times.
  • Coordinate with internal teams to streamline mutual fund operations and enhance overall service efficiency.
  • Take ownership of the organization's Mutual Fund’s processes, ensuring their smooth functioning and efficient upkeep.
  • Address and resolve client queries promptly, demonstrating a customer-centric approach and ensuring client satisfaction.
  • Prepare and send comprehensive client portfolios according to the predefined periodicity.
  • Brokerage Reconciliations.
  • Update the Transactions status - MF Investment, Transactions executed, SIP parameters and Proposal parameters in Dashboard
  • Ensuring that confirmations of all transactions are going on time
  • Working on Exception report and creating structures to reduce uninformed redemptions
  • Filling of Forms, send to AMC and keep a record of transactions physically
  • Doing smooth onboarding of clients on NSE platform
  • Maintaining Documents of all clients Preparation - KYC/Fatca/Proposal
  • Generation of Monthly Invoices across all AMCs
  • Updation of all sheets to streamline MF Database, New Client
  • Supporting in attending to Non Financial Transactions/MF Central
  • Support in AMC Coordination with regards to Marketing and increasing revenue
  • Support in drafting Mutual Fund Investment Ideas and conveying same to clients



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