Back Office Operations
2 days ago
**Roles and Responsibilities**
- Requirement for back-office operations of an investor advisor
- Handle client onboarding including account opening/KYC
- Maintain client documentation and records
- Client billing management and client servicing
- Daily assessment and analysis of all client positions
- Preparation of daily/monthly MIS reports of client positions and assets under management
- Communication with agencies for all compliance-related work
- Remain updated about all latest compliance requirements
- Daily upload and maintenance of client records in software
- Education: Any graduate or post-graduate
- Skills: MS Office tools including Excel, Word and Powerpoint
- Basic English language proficiency
- Full time position
- Freshers are welcome
- Past experience of computer operator/data entry/back office will be an added advantage
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Morning shift
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