Mutual Fund - Back Office Executive (Wagle Estate)

Mutual Fund - Back Office Executive (Wagle Estate)

19 Jun
|
Qrate Capital
|
Wagle Estate

19 Jun

Qrate Capital

Wagle Estate

It is a multi-dimensional, full time role in the broking & distribution (capital markets) vertical of Qrate Capital LLP. Candidate will work from our office in Wagle Estate, Thane.

Day-To-Day Responsibilities:

- Client onboarding process, KYC updation and modification
- Execution of client’s Investment Plan
- Monitoring and periodic review of client’s portfolio
- Modification in client’s investment plan to align with market dynamics
- Redressal of problems or inefficiencies

Preferred Skill-sets:

- Basic knowledge of finance and capital markets
- Good command over English (oral & written) and Hindi (oral)
- Eye for detail and interest in setting up processes and systems
- Interest in digitisation and process optimisation
- Basic knowledge of tally and GST will be helpful (optional)
- NISM VA certification

Additional Learning Opportunities:

Candidate may also be involved in other projects or assignments as and when the opportunity arises.

No Sales Target:

We do not set any Sales targets or incentives for employees. As an organisation, we do not undertake cold calling or any other “push” sales activity.

Location:

The candidate will have to work from our office based in Wagle Estate, Thane.



It will be preferable if the individual stays in Thane or nearby suburbs.

About the Firm - Qrate Capital LLP

Founded in 2019, Qrate has two distinct service verticals, management consultancy services and broking & distribution (capital markets) services.

- Management Consultancy – Qrate delivers tailored strategies and solutions to clients’ business challenges across diverse sectors such as pharmaceutical, metals, third party litigation finance, etc.
- Broking & Distribution (Capital Markets) – Qrate is an AMFI registered mutual fund distributor and NSE, BSE empanelled equity sub-broker. Qrate facilitates the entire wealth creation journey of the client right from Planning & Curation, Operations & Execution, to Review and Refinement.

Job Type: Full-time

Benefits:

- Paid sick time

Schedule:

- Day shift

Education:

- Bachelor's (Required)

Work Location: In person

Expected Start Date: 01/07/2026

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

- Paid sick time

Application Question(s):

- Have you cleared NISM VA exam?
- What is your salary expectation?
- What is your current salary?
- Which part of Mumbai are you based out of?

Work Location: In person

📌 Mutual Fund - Back Office Executive (Wagle Estate)
🏢 Qrate Capital
📍 Wagle Estate

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