Back Office Assistant

2 days ago

Gurugram Haryana, India ESSVEE SERVICES Full time

Back office - Operations

**Knowledge required**

**1. Finance Background ( Commerce in 11-12th standard)**

**2. Terminology of stock market/ mutual funds**

**3. Should be good in MS Office especially Excel**

**4. Communication**

**Days:

- 5 days working plus 2 Saturday’s a month for training which can be WFH also if online.**

**Timings:

- 9 AM to 5:00 PM**

**Location:

- Sector 65, Gurgaon**

**Profile would include:

- **

**1. Maintaining documents in desktop google drive**

**2. Maintaining data in excel of**

**-existing clients**
**- clients in pipeline**
**- login details of various portals of use**

**3. Kyc - indivdual/non individual documentation ( online and offline ) - client coordination for documents**
**- Opening online investment account by filling client information, OTPs**

**4. Brokerage reconciliation**

**5. Filings of documents - invoices purchase/ sale, bank statements**

**6. Coordination with CA for monthly filings**

**7. Trainings for mutual funds and insurances**

**8. Preparing plan for mutual funds as explained**

**9. Coordinating for payments with client for insurances/ investments**

**10. Use of partner desk for various reports**

**11. Taking out Portfolio valuation reports**

**12. Training clients on Use of mobile app**

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

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

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Application Question(s):

- Do you have your own vehicle and licence?

**Education**:

- Bachelor's (required)

**Experience**:

- Are you from the finance background: 1 year (required)
- total work in backoffice: 1 year (required)
- knowledge about Terminology of stock market & mutual funds: 1 year (required)

**Language**:

- English (required)

Ability to Commute:

- Gurugram, Haryana (required)

Ability to Relocate:

- Gurugram, Haryana: Relocate before starting work (preferred)

Work Location: In person

**Speak with the employer**
+91 9354220033

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