Job Title: Back office Executive
Salary Package: 15000 – 25000 a Month
Work Exp: 0 – 1 years
Company Name: PhillipCapital
Job Location: Mumbai
Qualification Required: 10th, 12th, Graduation or Any
Job Info –
- Mutual fund back office handling, KYC processing and follow ups, Data processing,
- Servicing client request,MIS generation, supporting sales teams, Periodic Software updation
- Creation of investor account, SIP mandate registration and follow up with Exchange & Services Providers & RTA for activation.
- Validating the documents uploaded by the clients and communicating with the respective staff if there is any discrepancy.
- Supporting the Sales team on the back-office tasks
- Servicing the client requests,
- Maintaining various Customer and sales information in excel sheets, preparing and delivering the pre-defined MIS as required by the Senior Manager
- Participate in the IT & other software trainings related to the tools/software you handle
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