Back Office Executive

5 months ago

Cannanore, India Armstrong Capital and Financial Services Pvt Ltd Full time

**Responsibilities**:

- Overseeing the operational aspects of financial transactions, focusing on financial products, KYC documentation etc.
- Client onboarding for PMS, broking, and other financial policy issuance. Your responsibilities will include ensuring accuracy, compliance, and efficiency in back-office processes, as well as the ability to multitask in a dynamic environment.
- Execute and monitor Mutual Fund transactions, ensuring timely and accurate processing.
- Reconcile transaction records, resolve discrepancies, and collaborate with relevant clients to address issues.
- Conduct thorough KYC checks on clients, adhering to regulatory guidelines.
- Manage the end-to-end client onboarding process for PMS and broking services.
- Collaborate with customer excellence team to collect necessary documentation and information.
- Stay informed about regulatory changes in the financial industry, especially those related to Mutual Funds, PMS, broking, and other financial products.
- Generate and analyze reports related to back-office operations, identifying trends and areas for improvement.

**Qualifications and Skills**:

- Bachelor's degree in Finance, Business, or a related field.
- Minimum 3 years of experience in back-office operations, preferably in the financial services industry.
- In-depth knowledge of Mutual Fund transactions, KYC processes, PMS, broking, and operations.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to handle multiple tasks simultaneously and prioritize based on urgency and importance.
- Familiarity with relevant regulations and compliance requirements.
- Attention to detail in all aspects of back-office operations.
- Proficient in using back-office software and tools.

**Salary**: ₹11,898.96 - ₹28,538.19 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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