Back Office Operation Executive Job Vacancies in Baner

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

Data entry and data collection on site role.communication should be good, good knowledge on how to upload and attach attachments in google drive etc.

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

Conduct market analysis.Collect and handle study data.Carry out fundamental administrative tasks, such as printing, emailing and obtaining office supplies.Collaborate and assist the sales team.Supporting the Front Office staff.Support with inventory management.Plan staff meetings and schedule updates.Process business invoices, bills and receipts.Aid in management.Office executive experience from prior employment.Outstanding organisational abilities.Understanding of Microsoft Office programs and computer operating systems.Working familiarity with CRM platforms.The capacity to cooperate in a group.Superior verbal and written communication abilities.Basic familiarity with accounting and financial software.Knowledge of market research methods.A Business Administration or related subject bachelors degree.