Back Office Executive Mutual Fund Distributor MALE Preffered

6 hours ago

Kanpur, Uttar Pradesh, India Ratan Housing Development Full time ₹ 1,44,000 - ₹ 2,40,000 per year

Back Office Executive Mutual Fund Distributor ( MALE PREFERRED )

Location: Kanpur, Uttar Pradesh (On-site / Office-based job)

Job Type: Full-time (MonSat)

About the Role: We are a Mutual Fund Distribution firm looking for a Back Office Executive to handle daily operations, client servicing, and coordination with AMCs & RTAs.

The role is ideal for someone who is organized, detail-oriented, and eager to build a career in the financial services industry.

Key Responsibilities:


• Process mutual fund transactions (purchase, redemption, SIP) via NSE NMF II / BSE Star MF / MFU platforms.


• Assist clients with SIP registration, KYC, and online mandate setup.


• Maintain client records, reports, and compliance documents.


• Generate portfolio statements, capital gain reports, and track SIP performance.


• Coordinate with AMCs, RTAs (CAMS / KFintech) for query resolution.


• Handle client queries through phone and email professionally.

Skills Required:


• Basic knowledge of mutual funds, SIPs, NAV, KYC.


• Comfortable using MS Excel, Word, Email, and online portals.


• Good communication in English & Hindi.


• Accuracy in data handling and documentation.

Qualification:
• Graduate (Commerce / Finance preferred).


• NISM Mutual Fund (V-A) certificate preferred but not mandatory.

Salary Range: 12,000 – 20,000 per month (Depending on experience and skill level)


• Performance Incentives / Annual Bonus

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