Back Office Executive

1 week ago

Majura Gate Surat Gujarat, India Arham Wealth Management Pvt. Ltd. Full time

**JD for NBFC Executive**

**Post: Executive**

**Location: Surat**

**Roles & Responsibilities:

- **
- Account opening documentation.
- Managing day-to-day operational activities.
- Tracking of client activities with regard to fund movements, and receipts, and entering everything into the system and MIS.
- Responsible for managing client queries on a regular basis.
- Maintaining MIS of investors in the Fund and co-investors in transactions.
- Responsible for the preparation & delivery of monthly, quarterly, yearly investor reports for funds.
- Ensure branch operations comply with company policies and regulatory standards.
- Coordination with branch’s for account opening documentation.

**Qualification**:

- Bachelor’s and Master’ degree in any field.

**Experience**:

- 1 year of experience in Securities Broking Firm/ or any Banking Sector.

**Required skills**:

- Good communication skills
- Query solving skills
- Client handling

**Salary** **Budget**:

- **15,000 - 20,000 per month**

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

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

**Benefits**:

- Paid sick time

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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