Back-Office Operations Manager

Key Responsibilities:

• Manage client interactions and communications effectively.
• Handle mutual fund account openings, KYC processes, and other related documentation.
• Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.
• Track internal documents, maintain data records, and follow up with respective parties.
• Manage basic social media platforms for brand awareness and client engagement.
• Assist clients with their investments, renewals, and financial queries.
• Maintain strong relationships with clients and financial partners.
• Occasionally visit clients and partners as required.

Skills & Qualifications:

• Basic understanding of Investments, Financial Planning, Mutual Funds, and Insurance.
• Knowledge of KYC processes and regulatory requirements.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Familiarity with basic social media management.
• Strong communication skills with fluency in English, Hindi, and Gujarati.
• Excellent teamwork and coordination abilities.
• Prior experience in financial services will be an advantage.

Key Skills :

• Back Office
• Kyc
• Mutual Fund