Back Office Executive GRACEWELL INVESTMENTS PRIVATE LIMITED
GRACEWELL INVESTMENTS PRIVATE LIMITED
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Punjab
Skills: Basic knowledge of financial products, Accuracy in data entry, Reporting, Working knowledge of MS Excel, Documentation, Good coordination communication skills
About GRACEWELL INVESTMENTS PRIVATE LIMITED
Job Description
As a Back Office Executive in the Operations & Support department of Mutual Funds, Insurance, and Equity, you will be responsible for assisting in transaction processing, maintaining client records, and updating systems regularly. Your role will involve supporting documentation, form-filling, KYC, and compliance tasks. Additionally, you will be required to coordinate with AMCs, Insurance Companies, and Registrars, follow up on pending tasks, and provide regular reports to the management. To excel in this role, you should possess a basic knowledge of financial products, demonstrate accuracy in data entry and reporting, have a working knowledge of MS Excel and documentation procedures, and exhibit good coordination and communication skills. Your attention to detail and ability to handle multiple tasks efficiently will be crucial in ensuring the smooth operations of the back office functions related to Mutual Funds, Insurance, and Equity.,