Operations Back Office

2 days ago

Gurugram Haryana, India ESSVEE SERVICES Full time

**Back office - Operations**

**Knowledge required**

**1. Finance Background ( Commerce in 11-12th standard)**

**2. Terminology of stock market/ mutual funds**

**3. Should be good in MS Office especially Excel**

**4. Communication**

**Profile would include:

- **

**1. Maintaining documents in desktop google drive**

**2. Maintaining data in excel of**

**-existing clients**
**- clients in pipeline**
**- login details of various portals of use**

**3. Kyc - indivdual/non individual documentation ( online and offline ) - client coordination for documents**
**- Opening online investment account by filling client information, OTPs**

**4. Brokerage reconciliation**

**5. Filings of documents - invoices purchase/ sale, bank statements**

**6. Coordination with CA for monthly filings**

**7. Trainings for mutual funds and insurances**

**8. Preparing plan for mutual funds as explained**

**9. Coordinating for payments with client for insurances/ investments**

**10. Use of partner desk for various reports**

**11. Taking out Portfolio valuation reports**

**12. Training clients on Use of mobile app**

**Requirement:

- Graduate, english speaking and good communication skills, MS Office ( specially excel )**

**Salary:

- 20-25 k**

**Days:

- 5 days working plus 2 Saturday’s a month for training which can be WFH also if online.**

**Timings:

- 9 AM to 5:00 PM**

**Location:

- Sector 65, Gurgaon**

**Job Types**: Full-time, Permanent

**Salary**: ₹20,000.00 - ₹25,000.00 per month

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- Do you have your own Vehicle Like Scooty or Bike?
- Are u ok with Gurgaon Sector 65 location?

**Education**:

- Bachelor's (required)

**Experience**:

- total work as back office Operations: 1 year (required)
- Are your from the commcerce back ground: 1 year (required)
- Have u done your 11th or 12th from commerce Stream: 1 year (required)

**Language**:

- English (required)

Ability to Commute:

- Gurgram, Haryana (required)

Ability to Relocate:

- Gurgram, Haryana: Relocate with an employer provided relocation package (preferred)

Work Location: In person

**Speak with the employer**
+91 9354220033

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