Back Office Executive

3 days ago


Ambli Ahmedabad Gujarat, India FINTRUST INVESTMENTS PVT LTD Full time ₹ 18,00,000 - ₹ 42,00,000 per year

Key Responsibilities

  • Handle end-to-end client onboarding, KYC, account opening, and UCC creation across MF, PMS, AIF, and broking platforms.
  • Coordinate with AMCs, brokers, RTA (CAMS/Karvy), and custodians for execution of transactions, redemptions, switches, and corporate actions.
  • Manage SIP/STP/SWP registrations, reconciliations, and renewals.
  • Track and ensure timely settlement of trades, payouts, and reporting.
  • Maintain accurate records of client investments in internal systems/CRM.
  • Support compliance, audit, and regulatory reporting requirements.
  • Resolve client queries related to statements, transactions, and operational issues.
  • Coordinate with Relationship Managers and Research team for smooth workflow.
  • Ensure zero error in data entry, MIS reporting, and daily operational tasks.

Job Type: Fresher

Pay: Up to ₹15,000.00 per month

Application Question(s):

  • "Have you directly handled mutual fund / PMS / AIF / equity back-office operations (such as KYC, account opening, SIP/STP/SWP registrations, transaction processing, and reconciliations) in your previous role?"

Work Location: In person



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