Back Office Executive - Cannanore, India - Armstrong Capital and Financial Services Pvt Ltd

Armstrong Capital and Financial Services Pvt Ltd

Verified Company

Cannanore, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Responsibilities:

Overseeing the operational aspects of financial transactions, focusing on financial products, KYC documentation etc.
Client onboarding for PMS, broking, and other financial policy issuance. Your responsibilities will include ensuring accuracy, compliance, and efficiency in backoffice processes, as well as the ability to multitask in a dynamic environment.
Execute and monitor Mutual Fund transactions, ensuring timely and accurate processing.
Reconcile transaction records, resolve discrepancies, and collaborate with relevant clients to address issues.
Conduct thorough KYC checks on clients, adhering to regulatory guidelines.
Manage the endtoend client onboarding process for PMS and broking services.
Collaborate with customer excellence team to collect necessary documentation and information.
Stay informed about regulatory changes in the financial industry, especially those related to Mutual Funds, PMS, broking, and other financial products.
Generate and analyze reports related to backoffice operations, identifying trends and areas for improvement.

Qualifications and Skills:

Bachelor's degree in Finance, Business, or a related field.
Minimum 3 years of experience in backoffice operations, preferably in the financial services industry.
Indepth knowledge of Mutual Fund transactions, KYC processes, PMS, broking, and operations.
Strong analytical and problemsolving skills.
Excellent communication and interpersonal skills.
Ability to handle multiple tasks simultaneously and prioritize based on urgency and importance.
Familiarity with relevant regulations and compliance requirements.
Attention to detail in all aspects of backoffice operations.
Proficient in using backoffice software and tools.

Salary:
₹11, ₹28,538.19 per month

Benefits: