Back Office Executive
1 month ago
Join the team at SERNET Financial Services Pvt Ltd, as a Back Office Executive, where you will play a crucial role in supporting our wealth management operations. This position requires a deep understanding of the various operational tasks including KYC, Account Opening, Managing Financial and Non-Financial Transactions, as well as Reporting and Troubleshooting. This role is ideal for someone who is a multi tasker and thrives in a dynamic environment and is keen to contribute to the smooth functioning of our financial services.
**Responsibilities**:
- Conduct KYC verification processes and open new accounts accurately and efficiently.
- Handle both financial and non-financial client transactions, ensuring compliance with regulatory standards.
- Support client inquiries and resolve issues related to account operations, transactions, and other service-related queries.
- Prepare and maintain accurate reports on transaction activities, account changes, and compliance-related documentation.
- Collaborate with the sales and admin to troubleshoot and resolve operational challenges.
**Eligibility Criteria**:
- **Education**: Bachelor’s degree in Business Administration, Finance, or a related field.
- **Experience**: Previous experience in back-office operations, particularly in broking, mutual funds and / or life and health insurance sectors.
- **Skills and Abilities**: Strong understanding of financial operations, attention to detail, proficiency with database and reporting tools, effective problem-solving skills.
- **Personality and Communication Traits**: Organized, proactive, excellent communicator, capable of handling multiple tasks simultaneously and working under pressure.
**Perks**:
- Competitive Salary and Yearly Bonus.
- Opportunities for Training and Career Development.
- Work in a Collaborative and Supportive environment.
- Participation in wellness and employee engagement programs.
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹12,000.00 - ₹15,000.00 per month
Schedule:
- Day shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
Application Deadline: 25/04/2024
Expected Start Date: 01/05/2024
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