Back Office Executive

2 weeks ago

Chandigarh Chandigarh, India Wealthvault research and analytics private limited Full time

**Position**: Back Office Executive/ Operations Executive
**Location**: Chandigarh
**Employment Type**: Full-Time

**Job Summary**

**Key Responsibilities**
- Primary responsibilities will include managing all the operations, admin and client support work.
- Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments.
- Process transactions related to mutual funds, including purchases, redemptions, and switches.
- Verify and reconcile mutual fund investments and statements.
- Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions.
- Maintain and update client records, investment portfolios, and transaction data in the system.
- Maintaining and analysing financial/non-financial data of our company client.
- Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery.
- Analyze operational metrics to identify areas for improvement.
- Recommend and implement improvements in operational workflows to enhance efficiency and accuracy.

**Qualifications**
- Education: Bachelor’s degree in commerce, Finance, or a related field.
- Experience:

- Minimum 2-4 years of experience in back-office operations, with a focus on mutual funds.
- Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable.
- Must have basic knowledge in Mutual Funds

**Skills**
- Strong understanding of financial instruments, investment processes, and regulatory frameworks.
- Strong understanding of mutual fund products, operational processes.
- Proficiency in MS Office (Excel, Word) and financial software.
- Effective communication skills for coordination with internal teams and external stakeholders.

**What We Offer**
- A supportive work environment that encourages professional growth.
- Opportunities to expand your expertise in wealth management operations.
- Competitive compensation and benefits.

**To Apply**:
Pay: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Paid time off

Schedule:

- Day shift

**Experience**:

- Operations: 1 year (preferred)

Work Location: In person

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