Back Office Executive

2 weeks ago

Ahmedabad, India Mantras2Success consultants Full time

Opening: 1 Nos.

Job ID: 54174

Employment Type: Full Time

Reference:
Work Experience: 1.0 Year(s) To 5.0 Year(s)

CTC Salary: 1.50 LPA TO 2.40 LPA

Function: HR / Administration / IR

Industry: Account/Finance/Tax consulting

**Location**:

- Ahmedabad
**- 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.

**Key Skills**:

- Back Office
- Administration

**Company Profile**:
Company is a Private incorporated on 14 March 2019.

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