Back Office Executive — AddOn Financial Services, Kalyan

About us We are an AMFI Registered Mutual Fund Distributor serving around 1,000 clients across 500 families. Small team, close-knit, referral driven.

What you will do
Back office and admin work for the practice
Process transactions: purchases, redemptions, switches, SIP registrations and cancellations
Check forms and documents for completeness before submission
Handle KYC, nominee updates, bank mandate and folio changes
Upload and reconcile data on Partner & AMC portals and Insurance Company
Maintain client files, records and CRM entries in Zoho
Prepare portfolio reports, statements and MIS as needed
Track pending cases till closure and flag rejections early
General office administration and coordination





What we look for
Positive Excel skills and comfort with online portals
Accurate, organised, able to work with numbers without mistakes
Follows process, keeps things on time

You will learn the full working of a wealth management practice: mutual funds, PMS, AIF, insurance and client servicing. Robust candidates get plenty of learning and growth prospects with us.

Details
Full time, work from our Kalyan office
Salary as per experience

Job Type: Full time

Pay: ₹5,000.00 - ₹25,261.62 per month

Work Location: In person

📌 Back Office Executive Kalyan
🏢 AddOn Financial Services
📍 Kalyan