Role & responsibilities

- Maintain and update client master data and records.

- Handle day-to-day back-office and operational activities.

- Support Mutual Fund transaction processing and documentation.

- Process and track SIP registrations, modifications, and related requests.

- Coordinate for KYC, FATCA, bank details, nomination, and other client documentation.

- Maintain accurate physical and digital client files.

- Prepare daily, weekly, and monthly MIS reports using MS Excel.

- Track pending transactions, documentation, and client requests.

- Coordinate with AMCs, RTA platforms, and other operational channels as required.

- Assist with CAMS, KFintech, MF Central, BSE Star MF and related operational processes.

- Coordinate with Relationship Managers and the sales team for client requirements.

- Follow up with clients for pending documents and service requests.





- Ensure timely completion of operational tasks.

- Maintain confidentiality and accuracy of client information.

- Support client onboarding and periodic review processes.

- Perform other operational responsibilities assigned by management.

Required Skills

- Good knowledge of MS Excel and MS Office.

- Good data-entry and documentation skills.

- Strong attention to detail and accuracy.

- Valuable communication and follow-up skills.

- Ability to maintain records systematically.

- Good time-management and organizational skills.

- Ability to work independently as well as in a team.

- Basic knowledge of Mutual Funds / Banking / Financial Services will be an advantage

📌 Back Office Executive (Ajmer)
🏢 Atul Kumar Vijayvergiya
📍 Ajmer