Back Office Staff

• Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently.

• Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements.

• Data Management: Maintain and manage client data, ensuring confidentiality and accuracy.

• Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes.

• Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences.

• Incidental Client Management: Handle any other client-related tasks or issues that may arise.

• Understanding of internal system.

• Reconciliation of transactions between the exchange and back- office application.

• Order placement into the exchange.

• Updated with the regulator's norms.

• Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP

• Liaison with Mutual fund houses, checking of brokerage calculations and all related reports.

• It is a Full Time बॅक ओफिस / डेटा एन्ट्री job for candidates with 1 - 6+ years Experience.

More about this Back Office Staff job

1. What is the eligibility criteria to apply for this Back Office Staff job?
   Ans: The candidate should be 12वी पास आणि त्याहून अधिक 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 ₹16000 - ₹30000 दरमहा that depends on your interview. It's a फुल टाईम job in Pune.
3. How many working days are there for this Back Office Staff job?
   Ans: This Back Office Staff job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Staff job?
   Ans: No, there is no fee applicable for applying this Back Office Staff job and during the employment with the company, i.e., BAKER STREET FINTECH 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 Staff role?
   Ans: There is an immediate opening of 2 Back Office Staff at BAKER STREET FINTECH PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this बॅक ओफिस / डेटा एन्ट्री job.
8. What are the timings of this Back Office Staff job?
   Ans: This Back Office Staff job has 10:30 AM - 08:00 PM timing.