Back Office Operation Executive - Baner Pune

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

  Graduate (B.B.A, B.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