Back Office Executive

3 days ago

Ghatkopar West Mumbai Maharashtra, India DirectusHR Services Full time

Ø Looking for: Administrative executive back office (Wealth Management)

Ø Gender: Female / Male

Ø Location: Ghatkopar West

Ø we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients' lives safe, secured and wealthy from 1998. During this long tenure we expanded our bouquet of services keeping in mind client's needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service are always our pillars of priority in everything we do.

Ø Salary: As per experience and industry standards

Job purpose:

Back office processing officer is responsible to provide documentation and technical support that will simplify the work of front office.

Duties and responsibilities:

Ø Follow activity checklist for Back Office Executive thoroughly.

Ø Responsible for effective delivery of wealth management service including client account openings.

Ø Recording of orders.

Ø Reconciliations of documents.

Ø Mutual fund form filling and updating the system.

Ø To manage Paying Pay out for wealth management services.

Ø To generate Mutual Fund, Equity & Equity PMS.

Ø Insurance form filing, Follow up with client, Insurance payment and update in system.

Ø Ability to learn grasp new processes & systems.

Ø Ability to prioritize and organize tasks and work within timelines.

Ø To update MIS/ERP on daily basis.

Ø Email daily work sheet to reporting manager.

Ø Update professional knowledge on regular basis.

Ø Maintain inward/outward register for all documents exchanged with clients on daily basis.

Ø To assist Managers.

Ø Communication with Superiors, Peers, or Subordinates

Ø Adherence to all company related policies

Ø Any other tasks assigned by the management.

Job Specifications:

· Able to handle calls

· Able to work with Microsoft Excel and Word

· Experience of working in MF & Insurance software will be preferred

· BCOM will be preferred

·

Thanks and Regards,

Naina

Job Type: Full-time

Pay: ₹9, ₹29,351.64 per month

Work Location: In person

  • Back Office Executive

    1 week ago

    Ghatkopar, Mumbai, Maharashtra, India EpiCreation Events And Design Private Limited Full time

    Company DescriptionEpiCreation Events And Design Pvt. Ltd. is a 360° Event Management company based in Mumbai. We specialize in providing solutions for "Exhibition Stand" and "Retail Visual Merchandising." Our team comprises talented, innovative, and dedicated employees who work together to design and create creative events. With a focus on delivering...

  • Back Office Executive

    1 week ago

    Jogeshwari West, Mumbai, Maharashtra, India Designimation Full time

    Back Office Executive (Female Preffered)About the RoleThe Back Office Executive is responsible for supporting daily business operations by handling administrative, data management, and documentation tasks. This role ensures smooth workflow and assists front-office staff by maintaining accurate records and ensuring timely processing of tasks.Key...

  • Back Office Executive

    2 weeks ago

    Borivali, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent job opportunity for Back Office Executive Location : Borivali Experience: 2years **Job Description**: Back office executives provide administrative and managerial support for the staff working in the front office of a company. Back office executives do not interact directly with clients but work behind the scenes to ensure the smooth...

  • Back Office Executive

    2 weeks ago

    Mumbai, Maharashtra, India Plutus Ventures Full time

    Job Description for Back Office Executive **Position**: Back Office Executive. **Location**: Mumbai, Bangalore. **Job Summary**: **Key Responsibilities**: - Assist in daily administrative tasks and support various departments as needed. - Manage data entry, ensuring accuracy and timeliness in updating databases and records. - Handle correspondence and...

  • Back Office Coordinator

    5 days ago

    Ghatkopar, Mumbai, Maharashtra, India Rajshree Builders Full time

    Job Summary(Female Only)We are seeking a dependable and detail-oriented Back Office Coordinator to support daily Administrative Operations. The ideal candidate will be Organized, Communicative and able to manage multiple tasks while maintaining a positive attitude and high level of professionalism.Back Office Coordinator Job Responsibilities and DutiesAssist...

  • Back Office Executive

    2 weeks ago

    Mumbai, Maharashtra, India Ericson Insurance TPA Pvt Ltd Full time

    Hiring for Back office Executive for Chembur and Andheri Location. Education - Graduate Will be handling operational and back office related work and as well as calling Salary - 12,000 to 15,000 per month. Pay: ₹13,000.00 - ₹15,000.00 per month Work Location: In person

  • Back Office Executive

    5 days ago

    Mumbai, Maharashtra, India Global Advertisers Pvt. Ltd . Full time

    **Back Office Executive** The back office executive’s principal duty is to manage data and information. This duty includes gathering, compiling and organizing the data which is essential for the company’s other business operations. Assisting and coordinating with the sales team. High-level written and verbal communication skills. Knowledge of...

  • Back Office Executive

    7 days ago

    Powai, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    Greetings of the Day! We have an excellent opportunity for a Back office Executive for a well-known company Designation - Back office executive Location - Powai Experience - 1+ Years exp in Back office - Mutual funds, Gen Insurance Work days & Time - Mon-Sat - Alternate Sat Off, 9 AM-6 PM **JD -** Back office work Report Generation Mail...

  • Back Office

    5 days ago

    Ghatkopar West, Mumbai, Maharashtra, India ICONIC BUSINESS SOLUTION LLP Full time

    **Position **:Back Office - Mutual Funds **Experience **:6 Months to 4 Years **Location **:Ghatkopar West **Mode of Interview **:Face to Face only **Roles & Responsibilities**: - Processing of mutual fund transactions including purchases, redemptions, switches, and transfers accurately and efficiently. - Verifying and reconciling transaction details...

  • Back Office Executive

    1 week ago

    Andheri, Mumbai, Maharashtra, India Procapital Full time

    Req "Back office Executive" at Andheri-(E)-(Near Marol Naka Metro Stn) Post - "Back office Executive" Experience - Min 06 month to 2yrs Location - Andheri-(E)-(Near Marol Naka Metro Stn) Salary - 12k to 13k - Minimum 06 Month work experience as an Back Office Executive - Knowledge of Word/Excel - Office Base job - Male/Female with Near by Location only...