Back Office Executive

We are seeking a detail-oriented Mutual Fund Back Office Executive with a minimum of 1 year of experience in MF operations.

Key Responsibilities:

• Process MF transactions – purchase, redemption, SIP, STP, SWP, switches, etc.

• Operate MF platforms like BSE Star MF / NSE NMF II.

• Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.

• Handle KYC, FATCA & compliance documentation.

• Maintain accurate transaction records & client portfolios.

• Prepare MIS reports, capital gains statements, and transaction summaries.

• Ensure compliance with SEBI and regulatory norms.

Requirements:

• Graduate in Commerce/Finance; NISM V-A preferred.

• Strong knowledge of MF operations & platforms.

• Proficient in MS Excel & documentation.

• Excellent coordination and attention to detail.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 3 years of experience.

More about this Back Office Executive job

1. What is the eligibility criteria to apply for this Back Office Executive job?
   Ans: The candidate should be Graduate and above and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹20000 per month that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Back Office Executive job?
   Ans: This Back Office Executive job will have 5 working days.
4. Are there any charges applicable while applying or joining this Back Office Executive job?
   Ans: No, there is no fee applicable for applying this Back Office Executive job and during the employment with the company, i.e., CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Executive role?
   Ans: There is an immediate opening of 3 Back Office Executive at CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Back Office Executive job?
   Ans: This Back Office Executive job has 09:00 AM - 06:00 PM timing.