Finance | Back Office

1 day ago


mumbai, India Finance Full time

Job Opening: Operation Executive - Mutual Fund


Key Responsibilities:

 Maintaining accurate records of investor details, transactions, and other relevant information.

 Addressing investor queries and providing assistance as needed.

 Utilizing appropriate software and systems for efficient back office operations.

 Online & Offline Form filling for various Platforms used for Investments.

 Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.

 Client communication via phone and email and management of client’s servicing requests.

 Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial

transactions, different types of reports.

 Co-ordinating with team, ensuring customer delight by achieving timely delivery & quality service.


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