Back Office Team Leader

Job Title: Back Office Team Lead

Interview Process: 2 Rounds (Walk-in)

Key Responsibilities:

Customer Support

• Handle customer queries through calls, emails, and chat support professionally

• Provide information related to mutual fund products and transactions

• Ensure timely resolution and follow-up for customer requests

Operations Management

• Maintain and update client and transaction records accurately

• Reconcile operational data and ensure report accuracy

• Ensure compliance with internal policies and regulatory guidelines

Transaction Support

• Support account opening, KYC, FATCA, and documentation processes

• Assist customers with purchase, redemption, SIP, STP, and switch transactions

• Coordinate with AMC/RTA for transaction updates and issue resolution

Reporting & Coordination

• Prepare MIS and operational reports

• Coordinate with Sales teams, AMC, RTA, and internal stakeholders

• Support audit and compliance-related activities

Desired Candidate Profile:

• Graduation mandatory (Any stream)

• 0–2 years of experience in customer support or operations

• Freshers with strong communication skills can also apply

• Excellent verbal and written communication skills

• Good knowledge of MS Office (Excel mandatory)

• Strong attention to detail and accuracy

• Ability to multitask and work in a fast-paced environment

• Self-motivated and organized individual

• Candidates residing in Chennai preferred

• It is a Full Time Back Office / Data Entry job for candidates with 5 - 6+ years Experience.