JOB DESCRIPTION
Back Office Executive Mutual Fund
Company: Sangsubh Wealth Pvt. Ltd.
Position: Back Office Executive Mutual Fund
Department: Operations / Back Office
Location: Dhanbad, Jharkhand
Employment Type: Full time
Job Summary
We are looking for a detail-oriented and responsible Back Office Executive to support our Mutual Fund Operations team. The candidate will be responsible for handling client transactions, maintaining records, coordinating with AMCs/RTA platforms, and ensuring smooth day-to-day back-office operations.

Key Responsibilities
Process and monitor mutual fund transactions such as SIP, Purchase, Redemption, Switch, STP and SWP.
Handle client KYC, FATCA, bank details, nominee and other documentation.
Coordinate with AMCs, CAMS, KFintech, BSE/MFU and other platforms for transaction-related queries.
Verify transaction details and ensure accurate data entry in internal systems/CRM.
Maintain and update client records, portfolios and transaction reports.
Track rejected/pending transactions and coordinate for timely resolution.




Prepare daily/weekly/monthly MIS and operational reports.
Assist in resolving client queries related to transactions, statements, SIPs and account-related matters.
Maintain proper documentation and ensure data accuracy and confidentiality.
Coordinate with the Relationship Manager/Advisor and other internal teams.
Follow company processes, compliance requirements and operational guidelines.
Perform other back-office and administrative tasks as assigned.

Required Skills & Qualifications
Graduate in any discipline.
02 years of experience in mutual fund/financial services operations preferred.
Basic understanding of Mutual Funds, SIP, SWP, NAV, KYC and transactions.
Good knowledge of MS Excel, MS Word and email communication.
Positive communication and coordination skills.
Robust attention to detail and accuracy.
Ability to manage multiple tasks and meet deadlines.
Willingness to learn financi

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