Mutual Funds Back Office Executive

2 weeks ago

Mumbai, India Pratham Services Fincorp LLP Full time

**Key Responsibilities**
- 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.

**Qualifications required**
- Bachelor’s degree in business, finance or related field.
- Knowledge of Financial & Securities market and Insurance
- 1-2 years of experience as a back office Mutual funds executive / Client Relationship manager or similar role

**Salary**: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai - 400080, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- total work: 2 years (preferred)

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