Backend 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. Transaction & Documentation Support

• 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.

• Track pending or rejected applications and ensure timely rectification.

2. Sales Coordination

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

• Assist in preparing client proposals, portfolio summaries, and investment illustrations.

• Maintain accurate client and transaction records in CRM or back-office systems.

3. MIS & Reporting

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

• Track business inflows, redemptions, SIP book, and team performance.

• Share management dashboards and performance summaries as per schedule.

Required Skills & Competencies:

• Good understanding of mutual fund products and distribution process.

• Strong knowledge of MS Excel and MIS reporting.

• Excellent coordination, follow-up, and communication skills.

• Attention to detail and ability to handle multiple tasks under tight deadlines.

Qualification & Experience:

• Graduate / Post Graduate in Commerce, Finance, or related field.

• 1–3 years of experience in mutual fund operations, backend support, or sales coordination (preferred).

• AMFI certification is an added advantage.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 5 years of experience.

More about this Backend Executive job

1. What is the eligibility criteria to apply for this Backend Executive job?
   Ans: The candidate should be Graduate and above and above with 1 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹25000 per month that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Backend Executive job?
   Ans: This Backend Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Backend Executive job?
   Ans: No, there is no fee applicable for applying this Backend Executive job and during the employment with the company, i.e., Redefine Wealth Financial Services Llp.
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 Backend Executive role?
   Ans: There is an immediate opening of 3 Backend Executive at Redefine Wealth Financial Services Llp
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 Backend Executive job?
   Ans: This Backend Executive job has 09:00 AM - 05:30 PM timing.