Job Description

Firm Name: Vinsa Wealth LLP

? Looking for: Operation executive /back office (Wealth Management)

? Location: Ghatkopar West

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.

? 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:

? Follow activity checklist for Back Office Executive thoroughly.

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

? Recording of orders.

? Reconciliations of documents.

? Mutual fund form filling and updating the system.

? To manage Paying Pay out for wealth management services.

? To generate Mutual Fund, Equity & Equity PMS.

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

? Ability to learn grasp new processes & systems.

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

? To update MIS/ERP on daily basis.

? Email daily work sheet to reporting manager.

? Update professional knowledge on regular basis.

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

? To assist Managers.

? Communication with Superiors, Peers, or Subordinates

? Adherence to all company related policies

? Any other tasks assigned by the management.

Job Specifications:

Able to handle calls Able to work with Microsoft Excel and Word Experience of years in Back office.
Regards,

Naina

8319348037

Job Types: Full-time, Permanent

Pay: ?9,514.17 - ?30,000.00 per month

Work Location: In person