Back Office Executive
- Posted a month ago
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Job Description
- Strong understanding of financial instruments and operations
- Processing of mutual fund transactions (online & offline)
- Coordination with AMCs and R&T agents
- Handling FD application processing & query
- Coordination with respective issuer for day to day updation
- Documentation and processing of capital gain bond investments
- Communication with issuing institutions
- Familiarity with regulatory and compliance frameworks (FD, Mutual Fund, CKYC, CVL KRA)
- Proficient in Microsoft Excel (including formulas, pivot tables), Word, and PowerPoint
- Preparing reports and maintaining data using MS Excel
More Info
Key Skills
Mutual fund transactions
Regulatory and compliance frameworks
Coordination with AMCs
FD application processing
About Company
Skills:
Tally, Excel, Sales, Office Operations, Finance, Back Office Operations, Microsoft Office Suite