Job Description Back Office Executive
RK Wealth
Position: Back Office Executive
Location: Secunderabad
Job Type: Full time
Industry: Financial Services / Wealth Management

Key Responsibilities
Client Support & Coordination
Handle client queries via phone, WhatsApp, and email.
Assist Relationship Managers with client onboarding and documentation.
Schedule meetings, follow-ups, and maintain daily client interaction logs.
Operations & Process Management
Manage NJ E-Wealth platform activities including purchases, redemptions, switches, and SIP registrations.
Track SIP/ lumpsum status, rejected transactions, and resolve discrepancies.
Maintain records of client KYC, FATCA, NFO applications, and service requests.
Monitor annual auto-debit issues and coordinate for approvals/resolution.
Reporting & Data Management
Prepare daily MIS reports, investment summaries, SIP tracking charts, and AUM reports.
Maintain accurate data entry in CRM, Excel sheets, and internal systems.
Generate portfolio reports, projection reports, and financial planning summaries as required.
Compliance & Documentation
Ensure accurate documentation as per SEBI/NISM compliance.
Cross-verify forms, signatures, bank proofs, and KYC documents before submission.




Maintain secure digital & physical filing of all investment papers.
Administrative Support
Coordinate with AMCs, NJ support, and service teams for client-related issues.
Support in conducting Investor Awareness Programs, training sessions, and events.
Assist in preparing presentations, flyers, and internal communication.

Skills & Qualifications Required
Must-Have:
Graduation (any stream).
Strong communication skills (English, Telugu, Hindi).
Basic knowledge of Mutual Funds, SIP, Insurance, NPS (training will be provided).
Proficiency in MS Excel, Word, Google Sheets.
Good coordination & follow-up skills.

Good to Have (Added Advantage):
Certification in NISM V-A Mutual Fund Distribution.
Prior experience in financial services or back office assistance.

Personal Qualities
Highly organized and detail-oriented.
Good at multitasking and time management.
Positive attitude, discipline, and willingness to learn.
Strong sense of responsibility and client-first approach.

Salary & Advantages
Attractive salary based on experience.
Performance-based incentives.
Continuous training, certifications, and growth prospects.
Friendly work culture and stable long-term career path.

📌 Back Office Executive Hyderabad
🏢 RK Wealth
📍 Hyderabad