Back Office Executive

Job Summary:

We are looking for a detail-oriented and proactive professional to join our Mutual Funds Backend Support. The role involves providing operational, administrative, and reporting support to the sales and relationship teams to ensure smooth execution of mutual fund transactions and client servicing.

Key Responsibilities:

1. Verify Mutual Fund application forms and supporting documents (KYC, FATCA, bank proof, etc.).

• Coordinate with operations / AMC / RTA for processing new investments, redemptions, SIPs, and switches.

• Support the Relationship Managers and Sales team with product information, fund data, and presentations.

• MIS & Reporting

• Prepare daily, weekly, and monthly sales and AUM reports.

Required Skills & Competencies:

• Good understanding of Mutual fund products and distribution process.

• Strong knowledge of MS Excel and MIS reporting.

Qualification & Experience:

• Graduate in Commerce, Finance, or related field.

• 1–8 years of experience in Mutual Fund operations, backend support, or sales coordination (preferred).

• AMFI certification is an added advantage.

Salary offered - 20,000 to 29,000 in-hand

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 6+ years 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 Diploma and above and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹29000 per month that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Back Office Executive job?
   Ans: This Back Office Executive job will have 6 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., Wealth Redefine.
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 Wealth Redefine
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 - 05:30 PM timing.