Back Office Executive Jobs Opening in Affluent Partners PVT LTD at Paschim Vihar, Delhi

Back Office Executive
Affluent Partners PVT LTD
Posted: 05 Mar 25
Job Description
Job Overview
We are looking for a detail-oriented and efficient Back Office Executive to support our administrative and operational tasks. The ideal candidate will handle data entry, record-keeping, documentation, and coordination with internal teams to ensure smooth workflow. This role requires strong organizational skills, computer proficiency, and attention to detail.
• Form filling of mutual funds and insurance products.
• Process and reconcile mutual fund transactions, including purchase, redemption, and switches.
• Maintain and update client portfolios and financial planning data.
• Handle documentation related to KYC, mutual funds, and investment processing.
• Coordinate with fund houses and registrars for transaction execution and issue resolution.
• Ensure compliance with SEBI and other regulatory bodies’ guidelines.
• Generate and analyze reports related to client investments and fund performance.
• Support financial planners with data management and portfolio analysis.
• Manage communication with clients regarding transaction status and document requirements.
• Assist in audit preparation and ensure all records are properly maintained.
• Identify process improvement opportunities to enhance operational efficiency.
More information about this Back Office Executive Job
Please go through the below FAQs to get all answers related to the given Back Office Executive job
- What are the job requirements to apply for this Back Office Executive job position?
- Ans: A candidate must have a minimum of fresher as an Back Office Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BA, 12th Pass (HSE)
- What are the salary requirements for this job?
- Ans: The salary range is between 10000 and 15000 Monthly. The Salary will depend on the interview. This Back Office Executive is a Full Time in Delhi.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Back Office Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Back Office Executive position?
- Ans: There are immediate 1 job openings for Back Office Executive in our Organisation.
Job Particulars
Education Diploma, B.Com, BA, 12th Pass (HSE)
Who can apply Freshers
Hiring Process Walk - In, Face to Face Interview
Employment TypeFull Time
Job Id2630969
Job Category Diploma , Walkin , Computer Operator
Locality Address Paschim Vihar
State Delhi
Country India
About Company
Affluent Partners PVT LTD
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