Back Office Executive

2 days ago

Borivali East Mumbai Maharashtra, India GreenRidge Capital LLP Full time

**Company - GreenEdge Wealth Services LLP**

Nature of company - Wealth Management firm

**Role - Back Office Executive**

**Responsibilities**
- Preparing and maintaining MIS (excel work)
- KYC of customers - Individuals, HUF, NRO - Should have basic understanding of KYC
- Create formats for easy capturing of the data
- Compliance aspects of the firm
- Preparing and maintaining MIS (excel work)
- Software handling - Motilal’s systems, internal software and excel formats
- Miscellaneous - Writing cheque, preparing invoice, record keeping
- Co-ordinating with owners
- Rigorous follow
- with clients for getting approvals etc. on time

**Skill sets required**
- Computer handling - 1. Typing 2. word document and formatting 3. Excel - basic formulae and calculations, lookup formulae, formatting (numbers, date, text) and basic excel operations.
- Ability to reconcile data from various MIS
- Basic math calculation and understanding
- Attention to detail
- Good and clear communication skills
- Willingness to learn more about other products and processes at the firm.

**Other Details about the Job**:

- Work experience - Preferred minimum 1 yrs work experience in broking/ wealth management industry -stocks/ bonds/ mutual funds
- Location -Borivali (E).
- Candidature - Looking to hire either, male OR female.
- Salary - 16,000/- to 22,000/- per month (in hand)
- Working days/hrs - Mon to Fri - 10am to 6pm - can be extended as per business requirement on the days of trade (typically 5 days per month)
- Holidays - Saturdays, Sundays, market holidays and additional 15paid leaves
- Joining - Immediate need. 1 Vacancy here.

Pay: ₹16,000.00 - ₹22,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

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