Back Office Executive Jobs Opening in G K Globas LLP at Prahlad Nagar, Ahmedabad
Job Description
Key Responsibilities:
1. Coordination with Financial Institutions
-
Coordinate with mutual fund houses, insurance companies, AMCs (Asset Management Companies), and other financial service providers for application processing, transactions, and follow-ups.
-
Liaise with brokers, agents, and distributors to track investments, renewals, and client requests.
-
Ensure timely follow-up on pending queries, approvals, or discrepancies with external stakeholders.
2. Client Database Management
-
Maintain and regularly update accurate records of client investments, insurance policies, mutual fund holdings, and other financial products.
-
Ensure proper categorization of clients based on portfolios, risk profiles, or investment categories.
-
Use CRM tools, spreadsheets, or company-specific software to manage client data securely.
3. Document Management
-
Handle all documentation related to account opening, KYC (Know Your Customer), transaction forms, redemption requests, SIP mandates, etc.
-
Ensure completeness and accuracy of submitted forms before forwarding them to relevant institutions.
-
Archive physical and digital documents in compliance with regulatory and company policies.
4. Transaction Processing
-
Process investment and insurance transactions such as new applications, redemptions, switches, top-ups, renewals, or cancellations.
-
Validate transaction entries and upload them into the system within prescribed timelines.
-
Track the status of each transaction and ensure completion, including fund transfers, policy updates, and NAV (Net Asset Value) applications.
5. Reporting and MIS (Management Information Systems)
-
Prepare daily, weekly, and monthly reports on client investments, transaction statuses, pending issues, and portfolio updates.
-
Support the front office or relationship managers with customized client portfolio reports.
-
Assist in reconciling transactions between internal records and reports received from financial institutions.
6. Compliance and Regulatory Support
-
Ensure adherence to regulatory requirements, including SEBI, IRDAI, and AMFI guidelines.
-
Monitor timelines for KYC compliance, insurance renewals, SIP continuity, etc.
-
Report any suspicious activities or discrepancies in client records to the compliance team.
7. Internal Coordination
-
Work closely with the sales, advisory, and client service teams to support business operations.
-
Share updates, client data, and documentation status with internal teams on a regular basis.
-
Provide administrative support for in-house audits, data verification, and process improvements.
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 0 to 3+ year experience 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, M.Com, MA, BBA/BBM, BCA, MBA/PGDM, BSc, MCA, CA, ICWA, MSc, PG Diploma, 12th Pass (HSE), BBS, BMS, Other Post Graduate
- What are the salary requirements for this job?
- Ans: The salary range is between 12000 and 20000 Monthly. The Salary will depend on the interview. This Back Office Executive is a Full Time in Ahmedabad.
- 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
About Company
Ahmedabad 
Freshers 
Salary not disclosed 
M.Com, MBA/PGDM
Ahmedabad
Freshers
Salary not disclosed
Diploma, B.Com, BA, 12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
B.Com, BA, BBA/BBM, BCA
Ahmedabad
Freshers
Salary not disclosed
Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
B.Com, BA, BBA/BBM, BCA
Ahmedabad, Bhavnagar, Kolkata
Freshers
Salary not disclosed
Diploma, B.Com, BA, BBA/BBM, BCA, 12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
12th Pass (HSE)
Ahmedabad, Mumbai, Pune
Freshers
Salary not disclosed
Diploma, BA, 12th Pass (HSE)
Ahmedabad
Freshers
Salary not disclosed
10th Pass (SSC) 
