Job Description

Title

Senior Back Office Executive

Posted On 04 Sep 2525 Description Skills: MS Excel & MS Office, Data Entry & Record Maintenance, Mutual Fund Operations
Qualification: Any graduate
Work Hours: 10am to 7pm
Salary: 20000 to 30000
Experience Required: 3 to 4 yrs
Industry: any industry
Details:

We are seeking a highly skilled and detail-oriented Senior Back Office Executive with prior experience in the financial services industry, preferably in mutual funds and investment operations . The role involves managing back-office operations, handling transactions, ensuring compliance, maintaining records, and providing operational support to enhance efficiency and accuracy in day-to-day processes.

Key Responsibilities:

  • Handle day-to-day back-office operations for mutual funds, SIPs, redemptions, and switches .

  • Process client transactions, verify documents, and ensure accurate data entry into systems.

  • Coordinate with registrars, fund houses, banks, and internal departments for smooth operations.

  • Reconcile client portfolios, transaction reports, and maintain error-free records.

  • Identify and resolve operational discrepancies, ensuring timely escalation where necessary.

  • Prepare and review MIS reports and dashboards for management.

  • Mentor junior back-office executives and assist in process improvements.

    • Key Skills & Competencies:

  • knowledge of mutual funds, financial markets, and investment products .

  • Hands-on experience with transaction processing, reconciliations, and reporting .

  • Proficiency in MS Excel, MS Office, and financial software/CRM systems .

  • Attention to detail with strong analytical and problem-solving skills .

  • Excellent communication and coordination skills (verbal & written).

  • Ability to handle large volumes of data with accuracy and efficiency

    • Apply for this Position

    Ready to join ? Click the button below to submit your application.

    Submit Application