Back Office Executive

1 day ago

Vesu Surat Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time

We are seeking a detail-oriented Mutual Fund Back Office Executive with a **minimum of 2 years of experience in MF operations.**

**Key Responsibilities**:

- Process MF transactions - purchase, redemption, SIP, STP, SWP, switches, etc.
- Operate MF platforms like BSE Star MF / NSE NMF II.
- Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.
- Handle KYC, FATCA & compliance documentation.
- Maintain accurate transaction records & client portfolios.
- Prepare MIS reports, capital gains statements, and transaction summaries.
- Ensure compliance with SEBI and regulatory norms.

**Requirements**:

- Graduate in Commerce/Finance; NISM V-A preferred.
- Strong knowledge of MF operations & platforms.
- Proficient in MS Excel & documentation.
- Excellent coordination and attention to detail.

Pay: ₹15,000.00 - ₹22,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- Operation Executive: 2 years (required)

**Location**:

- Vesu, Surat, Gujarat (preferred)

Work Location: In person

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