Job Description

Job Title:

Back Office Operations Executive/Client Services Specialist

Experience:

2-3 years

Industry:

Wealth Management / Financial Services

Key Responsibilities:

Handle end-to-end mutual fund operations via platforms like NSE NMF, BSE StarMF, MFU. Support financial planners in onboarding clients and executing transactions. Coordinate with RMs for client servicing and MIS updates. Manage documentation, KYC, FATCA, and compliance-related tasks. Communicate effectively with AMCs and clients for smooth transaction processing.

Skills & Tools:

Proficient in MF platforms (NSE NMF, BSE StarMF, CAMS, Karvy) Sound knowledge of financial products - Mutual Funds, Insurance, FD, Bonds Strong coordination, communication, and documentation handling skills MS Office, Data Management, and Compliance tracking
Job Types: Full-time, Permanent

Pay: ?20,000.00 - ?30,000.00 per month

Benefits:

Health insurance Paid sick time Paid time off
Schedule:

Day shift
Supplemental Pay:

Yearly bonus
Work Location: In person