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Back Office Executive

Back Office Executive

Tipsons GroupAhmedabad, Gujarat, India
30+ days ago
Job description
  • Strong understanding of financial instruments and operations
  • Processing of mutual fund transactions (online & offline)
  • Coordination with AMCs and R&T agents
  • Handling FD application processing & query
  • Coordination with respective issuer for day to day updation
  • Documentation and processing of capital gain bond investments
  • Communication with issuing institutions
  • Familiarity with regulatory and compliance frameworks (FD, Mutual Fund, CKYC, CVL KRA)
  • Proficient in Microsoft Excel (including formulas, pivot tables), Word, and PowerPoint
  • Preparing reports and maintaining data using MS Excel
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    Back Office Executive • Ahmedabad, Gujarat, India

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