Back Office Executive Jobs in Mumbai - Arthashastra Financial Planners Private Limited
Job Description
Job Summary:
- We are looking for self-motivated, passionate and hardworking person for our Back Office operations, who will provide confidential, and excellent organizational support/facilitation for client servicing and management of investment/insurance portfolios.
- Strong time-management and planning skills; with multi-tasking and problem solving abilities
- Good analytical and interpersonal skills. A great team player who is self-observant and proactive.
- Demonstrated diligence for organizing, planning, documentation and report preparations
- Proactive orientation towards client support services, with empathy and helpfulness
- Build foster and maintain professional relationships with clients, prospects, business intermediaries/associates and concerned organizations
- Client Servicing: Investors documentation completion. Execution of KYC processes. Tracking transactions, redemptions and rejections statuses. Tracking renewal due status and follow-ups
- Client Query resolution and coordinating with various Financial Services providers like from CAMS, Karvy and Franklin, Sundaram, BNP etc.
- Document Management: Updating and digitalization of various records. Checking, versioning, storing of various documents required by the management. Preparation of presentations.
- Research Assistance: Support internet and document based research to provide summarization and reports on specific topics, as may be assigned. Also support social media blog preparation etc.
- Analysis Assistance: Compilation of various MIS reports (daily, weekly, monthly). Summarizing and formatting of various MIS reports for ease of understanding
- Accounting Support: Client investments portfolio accounts Statements and related matters. Calculation of brokerages/sub-brokerages and statements preparation.
- Assist with various administrative activities, as may be needed from time to time. Facilitate to simplify the works for those supported
- Work on Mutual Fund Transaction Platform (NSE/BSE / MF Utility).
- Graduation or equivalent combination of education and experience
- Experience of volunteering, internships desired
- Diploma/Certification in office administration or secretarial/administrative support and/or financial services area, preferred
- Typically, 2 years of experience in similar roles in client services/office administration
- Good communications and interpersonal skills
- Demonstrable expertise on MS Office applications or equivalents
- Highly attentive to details with willingness to learn and innovate
- Candidate from nearby areas (Malad -West, Mumbai), within easy commute, preferred.
Job Particulars
About Company
About the company:
Arthashastra Financial Planners Pvt. Ltd. or AFPPL is in the area of personal financial services, since 1998, and in business of handholding busy professionals towards achieving financial security and freedom. AFPPL maintains a sharp client focused approach in its business. AFPPL believes in the credo of building professional COMPETENCE, creating a sense of RELIABILITY through all actions towards developing TRUST in all its relationships.