Backend Executive

2 weeks ago

Delhi, India Brivan Consultants pvt. ltd. Full time

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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