Back Office Executive

1 day ago

Surat Gujarat, India KA Group of Companies Full time

Urgent Requirement: Mutual Fund, Stock market and Insurance back office executive.(Only Female)
Looking for Back Office Executive, with Good communication and managerial skill. They have to communicate with customers for receivables and for various other reasons.
Good at verbal and written communication.

**Job Roll & RESPONSIBILITIES**:

- Must have good communication skills.
- Knowledge of computer operating systems and MS Office software.
- Can handle clients and visitors.
- Product related back work
- Organized and able to multitask
- Knowledge of best practices for perfection, Accuracy in work.
- Ability to work as part of a team.

**Primary Responsibilities**:back office work like account opening, modifications in demat account, check punching etc everything related to demat, opening e-Wealth accounts (in Mutual Fund), any other work given by back office Head.

**Internal**:
1. Provide clients all documents needed by them if needed

2. Ensure all transactions are entered in the system i.e. SIP & lumpsum, redemption, etc Proper tele-calling & tele-sales for any new funds, NOFs, etc & documentation is done on time

**External**:
1. Approaching agencies & solving queries (i.e. jainam, sharekhan, etc)

2. Solving all client queries by calling all those clients who have some issues like SIP mandate query, POA, etc related to E-Wealth

**Experience**: 1-2 Years

**Gender**: Female

**Qualification**: Min. Graduation

**Job Time**: 10:00am to 6.30 pm

**Contact No. **7862057414

**Job Types**: Full-time, Permanent

Pay: ₹12,000.00 - ₹13,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

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