ARPY ASSET PRIVATE LTD | Back Office Executive | kolkata
4 weeks ago
Company Description
ARPY ASSET PRIVATE LTD in the Greater Kolkata Area is a well-established, 13-year-old financial product distribution company. We specialize in Mutual Funds , Health Insurance , Life Insurance , Fixed Deposits , Unlisted shares, Bonds & other financial products
We are currently seeking a detail-oriented and knowledgeable Mutual Fund office executive to join our team
Role Description
This is a full-time on-site role for a Back Office Executive at ARPY ASSET PRIVATE LTD. The Back Office Executive primary responsibility will be to manage all back office operations related to Mutual Fund & Insurance
Qualifications
· Back Office Operations and Office Operations skills
· Strong communication skills
· Comprehensive understanding of Mutual Funds , folios ,AMC and the KYC process
· Should be familiar with terms like SIP, STP , SWP & how mutual fund transaction works
· Should be efficient in working software like Investwell Mint & NSE NMF Platform
· Strong communication skills with proficiency in English & Hindi
· Proficiency in Microsoft Office Suite
· Ability to prioritize and multitask effectively
· Attention to detail and accuracy in work
· Experience in the finance industry is a plus
Key Responsibilities
· Order Processing : Handles Purchase . redemption and switch orders using the NMF Platform ( Training will be provided if necessary )
· Portfolio Management : Manage mutual funds portfolio software , conduct AUM reconciliation and update clients on their orders
· Coordination : Liaise with RTAs, AMCs, and exchange to ensure smooth day to day operations
· Sending reminders to clients about their insurance premium dues
· Client Support : Address and resolve client complaints promptly ,ensuring adherence to TAT ( Turnaround Time )
· Client Documentation: All documents need to be saved in Google Drive and updated every day
Additional Information
· Office - based role : This is a back office position with no travel required
· Working Hours : Monday to Saturday ( 9:30 am to 6:30 pm )
· Location : Kolkata Dalhousie Area
Salary & Benefits
For Freshers : 1.80 lakh to 2.2 lakh per annum ( based on skills & knowledge)
For Experienced: ( 1-3 yrs ) 2.4 lakh to 2.80 lakh per annum
We look forward to welcoming a motivated and skilled professional to our team
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kolkata, India ARPY ASSET PRIVATE LTD Full timeCompany Description ARPY ASSET PRIVATE LTD in the Greater Kolkata Area is a well-established, 13-year-old financial product distribution company. We specialize in Mutual Funds , Health Insurance , Life Insurance , Fixed Deposits , Unlisted shares, Bonds & other financial products We are currently seeking a detail-oriented and knowledgeable Mutual Fund...
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kolkata, India ARPY ASSET PRIVATE LTD Full timeCompany Description ARPY ASSET PRIVATE LTD in the Greater Kolkata Area is a well-established, 13-year-old financial product distribution company. We specialize in Mutual Funds , Health Insurance , Life Insurance , Fixed Deposits , Unlisted shares, Bonds & other financial products We are currently seeking a detail-oriented and knowledgeable Mutual Fund...
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Greater Kolkata Area, India ARPY ASSET PRIVATE LTD Full timeCompany DescriptionARPY ASSET PRIVATE LTD in the Greater Kolkata Area is a well-established, 13-year-old financial product distribution company. We specialize in Mutual Funds , Health Insurance , Life Insurance , Fixed Deposits , Unlisted shares, Bonds & other financial products We are currently seeking a detail-oriented and knowledgeable Mutual Fund office...
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