Back Office Operation Executive - Baner Pune

NRP Capitals

1 Years
2 Openings
2.5 - 3.0 Lac/Yr
Posted 1 days ago
Face-to-Face interview
Baner, Pune

Key Skills

Microsoft Office Back Office Processing Backend Basic Computer Skills Good Communication Skills Mutual Funds

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Job Description

Roles and Responsibilities:

1. Handle client documentation, including account openings on NSE and KYC verification for both individuals and businesses.

2. Maintain transaction records while managing the onboarding process, including document review and transaction processing.

3. Accurately and promptly process all types of mutual fund transactions, including purchases, redemptions, transfers, and both online and physical form submissions.

4. Demonstrate strong communication skills to collaborate effectively with internal teams, external vendors, and stakeholders.

5. Maintain and update renewals for health and life insurance.

6. Track transactions, follow up on approvals or discrepancies, and coordinate with internal teams, financial institutions, and regulatory bodies.

7. Maintain accurate records, documentation, and audit trails related to client onboarding and financial transactions

Experience
1 Years
No. of Openings
2
Education
B.B.A, B.Com, M.B.A/PGDM, M.Com
Role
Back Office Operation Executive
Industry Type
Accounting / Finance
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Office No -105 NRP Capitals Mont vert Spectra near Sarswat Bank baner Pune-411045

About NRP Capitals

NRP Capitals was founded by Mr. Rishabh Parakh, a Chartered Accountant by profession and acknowledged as a leading personal finance expert and respected investment professional of India. Our rich history began in year 2000 and since then Rishabh Parakh has been the chief gardener of NRP Capitals before embarking on his CA practice in the year 2016. Since then the reign of NRP Capitals is aptly handled by Ms. Nidhi Parakh who has extensive experience and in-depth knowledge of Indian financial markets.