Walk-in || Back Office Executive

JOB DESCRIPTION
Back Office Executive Mutual Fund
Company: Sangsubh Wealth Pvt. Ltd.
Position: Back Office Executive Mutual Fund
Department: Operations / Back Office
Location: Dhanbad, Jharkhand
Employment Type: Full-Time
Job Summary

• We are looking for a detail-oriented and responsible Back Office Executive to support our Mutual Fund Operations team. The candidate will be responsible for handling client transactions, maintaining records, coordinating with AMCs/RTA platforms, and ensuring smooth day-to-day back-office operations.

Key Responsibilities

• Process and monitor mutual fund transactions such as SIP, Purchase, Redemption, Switch, STP and SWP.
• Handle client KYC, FATCA, bank details, nominee and other documentation.
• Coordinate with AMCs, CAMS, KFintech, BSE/MFU and other platforms for transaction-related queries.
• Verify transaction details and ensure accurate data entry in internal systems/CRM.
• Maintain and update client records, portfolios and transaction reports.
• Track rejected/pending transactions and coordinate for timely resolution.
• Prepare daily/weekly/monthly MIS and operational reports.
• Assist in resolving client queries related to transactions, statements, SIPs and account-related matters.
• Maintain proper documentation and ensure data accuracy and confidentiality.
• Coordinate with the Relationship Manager/Advisor and other internal teams.
• Follow company processes, compliance requirements and operational guidelines.
• Perform other back-office and administrative tasks as assigned.

Required Skills & Qualifications

• Graduate in any discipline.
• 02 years of experience in mutual fund/financial services operations preferred.
• Basic understanding of Mutual Funds, SIP, SWP, NAV, KYC and transactions.
• Good knowledge of MS Excel, MS Word and email communication.
• Good communication and coordination skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Willingness to learn financial products and operational processes.

Preferred Candidate

• Experience in Mutual Fund Distributor / Wealth Management / Financial Services industry will be an advantage.
• Knowledge of BSE Star MF, MFU, CAMS, KFintech or similar platforms will be preferred.
• Freshers with good communication skills and a willingness to learn may also apply.

What We Offer

• Opportunity to work in the Mutual Fund & Wealth Management industry.
• Learning and career-growth opportunities.
• Professional and supportive work environment.
• Hands-on exposure to mutual fund operations and client servicing.