Job Description

We are actively seeking a motivated and experienced Back Office and Operations Specialist to join our growing team. The core function of this role is to manage the end-to-end operational workflow for client mutual fund investments. The ideal candidate will possess a strong foundational understanding of financial services and will be responsible for guiding clients through critical application processes and providing expert-level support. We are looking for a professional who can efficiently manage client interactions, troubleshoot complex issues, and ensure all operational procedures are executed with precision.

Preference will be given to candidates with prior experience in the finance or mutual funds industry.

Key Responsibilities:

Client Operations Management:

Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance.

Client Relationship Management:

Act as a dedicated point of contact for clients, addressing inquiries, providing status updates on applications, and managing communication in a professional and timely manner.

Issue Resolution:

Identify, diagnose, and resolve client-facing operational and technical issues related to their mutual fund portfolios and documentation.

Administrative Oversight:

Maintain meticulous records of all client data, transactions, and correspondence, adhering to strict data security and privacy protocols.

Inter-departmental Coordination:

Collaborate with internal teams and external fund houses to streamline processes and resolve any operational bottlenecks.

Qualifications:

Essential:

A minimum of 0-2 years of experience in a back-office, operations, or client service role within the financial services industry.

Preferred:

Direct experience with mutual funds, including knowledge of application processes, KYC, and portfolio management systems.

Skills:

Exceptional verbal and written communication abilities, with a proven track record of handling client interactions effectively.

Technical Proficiency:

Advanced problem-solving and analytical skills, with a high degree of comfort in using various software platforms and online tools.

Attributes:

Demonstrated attention to detail, a proactive mindset, and a commitment to maintaining the highest standards of professional conduct.
Job Type: Full-time

Pay: ₹10,295.64 - ₹18,000.00 per month

Benefits:

Flexible schedule Internet reimbursement
Education:

Bachelor's (Required)
Language:

Hindi,English,Bengali (Required)
Work Location: In person