Back Office Executive

• 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

Skills Required
Microsoft Excel, Financial Instruments