Backend Executive
6 months ago
Urgent Hiring for the position of Back Office Executive in Mutual Fund department.
(Mutual Funds Experience required)
**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**: 25K to 30 K
**Salary**: ₹25,000.00 - ₹30,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- Day shift
Ability to commute/relocate:
- Delhi, Delhi: Reliably commute or planning to relocate before starting work (preferred)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 3 years (preferred)
- Mutual Funds: 1 year (required)
**Language**:
- English (preferred)
**Speak with the employer**
+91 8800994977
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