Back Office Executive

3 days ago

Secunderabad HO Hyderabad Telangana, India RK Wealth Full time

**Key Responsibilities**:

- **Transaction Processing**:

- Handle all types of mutual fund transactions such as SIPs, SWPs, STPs, redemptions, and switches.
- Ensure timely and accurate execution of investment instructions.
- **Client Account Management**:

- Maintain and update client data in the system and other back-end portals.
- Monitor SIPs, auto-debit mandates (e-NACH), and follow up on rejections or failures.
- **Documentation & Compliance**:

- Ensure all KYC, FATCA, and related compliance documents are correctly filled and stored.
- Assist with audit requirements and regulatory reporting.
- **MIS and Reporting**:

- Generate and share daily, weekly, and monthly reports (portfolio statements, transaction logs, pending SIPs, etc.).
- Track client investments, maturities, and portfolio reviews.
- **Client Coordination**:

- Coordinate with Relationship Managers and Financial Advisors to support client servicing.
- Send reminders and updates related to investments, goal planning, and account status.
- **System Handling**:

- Operate portals, and Excel sheets efficiently.
- Upload bulk transactions or client data where necessary.

**Skills & Qualifications**:

- Bachelor’s Degree (Commerce or Finance preferred)
- 1-3 years of experience in financial services, preferably mutual funds
- Proficiency in MS Excel, Google Sheets, and back-office portals
- Understanding of mutual fund concepts, SIPs, SWPs, and compliance norms
- Good communication and coordination skills
- Attention to detail and commitment to data accuracy

**Key Traits Required**:

- Confidentiality & Integrity
- Time Management
- Team Player Attitude
- Willingness to Learn & Grow
- Ability to Work Under Deadlines

**Salary & Benefits**:

- Competitive Salary based on experience
- Incentives/bonuses for accuracy and efficiency
- Learning & development opportunities
- Comfortable and professional work environment

Pay: From ₹15,000.00 per month

Work Location: In person

  • Back Office Executive

    1 day ago

    Hyderabad, India MFC TRANSPORT PVT LTD Full time

    MFC is looking to hire an experienced back office executive to join our busy back office team. As aback office executive, you will be reporting to the back office manager and assisting with various administrative duties. This includes data management, project processing, market research, data analysis, finances, and administrative duties. To ensure success...

  • Back Office Executive

    7 days ago

    Hyderabad, Telangana, India 4 R INVESTMENT PVT LTD Full time

    Job Description: We are currently seeking a skilled and experienced Back Office Support Specialist to join our team. This role is critical to ensuring the efficient operation of our back-office functions and providing essential support to various departments within our organisation. **Responsibilities**: - Perform data entry, record-keeping, and file...

  • Back Office Executive

    5 days ago

    Hyderabad District, Telangana, India MFC Transport Pvt Ltd Full time

    Back Office Executive Location: Malakpet, Hyderabad Freshers are welcome **Responsibilities**: - Correspondence with existing Clients and new client search - Participate in E-bidding, rates, negotiation, and coordination. - Performing basic administrative duties and routine office work. - Co - ordination and timely vehicles arrangement. - Assisting in day...

  • Back Office Executive

    5 days ago

    Hyderabad, Telangana, India Bhandari Group Full time

    Job Location: Rajbhavan Road, Somajiguda, Hyderabad Responsibilities and Duties: Taking Care of Correspondence, Coordinating for the Office work, Maintaining records in office, Following up with Clients for payments. Key Skills: MS Office, Good command in English language, Should be Disciplined and target oriented to complete the works in given time....

  • Back Office Executive

    1 week ago

    Gachibowli, Hyderabad, Telangana, India 3GHr Services Full time

    **We are Hiring !!!!!!** **Role**:Back Office Executive **Location**: Gachibowli, Hyderabad **Experience**:0 - 2 Years **Qualification**:Any Graduate **Salary**:15k to 25k **Working Days**:6 Days **Gender**:Only Females **Skills**: Excellent Communication, Good Computer Knowledge **NOTE**:2 Yrs Agreement is mandatory **Job Types**: Full-time,...

  • Back Office Executive

    5 days ago

    Hyderabad, Telangana, India Bhandari Group Full time

    Job Location: Rajbhavan Road, Somajiguda, Hyderabad Responsibilities and Duties: Taking Care of Correspondence, Coordinating for the Office work, Maintaining records in office, Following up with Clients for payments. Key Skills: MS Office, Good command in English language, Should be Disciplined and target oriented to complete the works in given time....

  • Back Office Executive

    14 hours ago

    Pune City H.O, Pune, Maharashtra, India MJ Sales and Services Full time ₹ 1,40,000 - ₹ 2,10,000 per year

    We are looking for a detail-oriented and organized Back Office Executive to support our business operations. The ideal candidate will handle administrative tasks, manage data, maintain records, and assist in ensuring smooth functioning of daily operations.Key ResponsibilitiesHandle data entry, processing, and management with accuracy.Maintain, update, and...

  • Back Office Executive

    7 days ago

    Pune City H.O, Pune, Maharashtra, India TriEdge Solutions Full time ₹ 1,00,000 - ₹ 1,50,000 per year

    Position : Back Office Executive (Only For Women)Location : PuneKey Responsibilities* Graduates to apply.Job Types: Full-time, FresherPay: Up to ₹12,000.00 per monthBenefits:Health insurance

  • Back Office Executive

    4 days ago

    Hyderabad, Telangana, India Books and You Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:Back Office Executive – Online BookstoreLocation:Onsite -Full-TimeAbout Us:We are a growing online bookstore committed to bringing readers the best selection of books from India and around the world. To strengthen our operations, we are looking for a detail-oriented and tech-savvy Back Office Executive to manage product uploads and listings on...

  • Back Office Executive

    2 weeks ago

    HITEC City, Hyderabad, Telangana, India Excel IT Services Pvt Ltd Full time

    A Back Office Executive plays a vital role in supporting the front-end operations of an organization. Their primary responsibilities include: - *Data Management*: Accurately entering data into computer systems, maintaining records, and preparing reports.¹ - *Project Processing*: Overseeing project-related tasks, ensuring timely delivery of supplies, and...