Back Office Executive
2 weeks ago
Location**:Nariman Point**
**Experience Required**: 02 years or more
**Job Requirement**:
1. Basic fluency in English
2. Should be able to communicate clearly over the phone
3. Working knowledge of Word & Excel
4. Basic Financial knowledge will be preferred
1. Coordinate with clients for Mutual Fund transactions, including purchases, transfers, switch, and redemption.
2. Maintain up to date client wise transaction records
3. Coordinate with client for KYC related documents
4. Sending the KYC and transaction forms to various vendors / mutual funds,
5. Updating the clients as to the status of their investments, redemption, etc
6. Informing clients about various new schemes and financial products
7. Verify the documents received from clients are in accordance with the requirements. Follow-up with client for required documents
8. Handling the queries of clients and escalating the matter to seniors.
9. Sharing important changes and opportunities with clients
10. Periodic follow-up with client
Pay: ₹20,000.00 - ₹27,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (required)
Work Location: In person
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