Back Office Executive

2 weeks ago

Malad Mumbai Maharashtra, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time

We are seeking a detail-oriented Mutual Fund Back Office Executive with a minimum of 2 years of experience in MF operations.

Key Responsibilities:
Process MF transactions - purchase, redemption, SIP, STP, SWP, switches, etc.

Operate MF platforms like BSE Star MF / NSE NMF II.

Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.

Handle KYC, FATCA & compliance documentation.

Maintain accurate transaction records & client portfolios.

Prepare MIS reports, capital gains statements, and transaction summaries.

Ensure compliance with SEBI and regulatory norms.

**Requirements**:
Graduate in Commerce/Finance; NISM V-A preferred.

Strong knowledge of MF operations & platforms.

Proficient in MS Excel & documentation.

Excellent coordination and attention to detail.

Pay: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Leave encashment
- Life insurance
- Paid time off

**Education**:

- Bachelor's (required)

**Language**:

- English (required)
- Gujarati (required)

**Location**:

- Malad, Mumbai, Maharashtra (required)

Work Location: In person

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