Job Role: Back Office Executive – Mutual Fund Distributor (MFD)

Company Type: Mutual Fund Distributor / Wealth Management Firm

Location: Baner, Pune

Department: Operations & Client Servicing

Experience: Fresher to 1 Years

Employment Type: Full-Time

Job Summary

We are looking for a detail-oriented and organized Back Office Executive to manage daily operational activities related to mutual fund transactions and client servicing. The candidate will support advisors and relationship managers by ensuring smooth processing of investment transactions and maintaining accurate records.

Key Responsibilities
Process mutual fund transactions including SIPs, purchases, redemptions, and switches.
Handle client onboarding, KYC documentation, and FATCA compliance
Work on platforms such as NSE NMF II, CAMS, and KFintech
Maintain investor records and transaction data
Prepare MIS reports, portfolio statements,



and operational reports
Coordinate with AMCs, RTAs, and clients for transaction-related queries
Track SIP registrations, pending cases.
Support relationship managers with operational and administrative tasks
Ensure timely and accurate documentation filing

Required Skills
Good knowledge of MS Excel and email communication
Robust attention to detail and organizational skills
Ability to manage multiple tasks efficiently
Good verbal and written communication skills

Benefits
Qualified growth in financial services
Exposure to wealth management operations
Supportive work setting

Salary will be evaluated based on the experience.

Pay: ₹15,000.00 - ₹17,000.00 per month

Work Location: In person

📌 Operations Executive Baner (India)
🏢 Simply Wealth Financial Services Private
📍 India