Back Office Executive – Wealth Management

Location: Ameerpet, Hyderabad

Experience: 2–5 Years

Employment Type: Full time

79th East Private Limited is hiring a Back Office Executive with experience in Wealth Management operations. The ideal candidate should have hands-on expertise in Mutual Fund operations, Demat account servicing, KYC processing, RTA coordination, transaction processing, ledger reporting, and MIS reporting.

Key Responsibilities
Handle KYC, CKYC, FATCA, and client onboarding documentation.
Process Mutual Fund transactions including Purchase, Redemption, SIP, STP, SWP, and Switches.
Coordinate with RTAs (CAMS, KFin Technologies, etc.) for transaction processing and service requests.
Manage Demat account opening, modifications, nominee updates, bank changes, transmission, and account maintenance.
Prepare ledger reports, holding statements, transaction reports, and client portfolio reports.
Create and maintain Daily, Weekly, and Monthly MIS Reports for management.
Support Relationship Managers with operational activities and client servicing.
Ensure compliance with SEBI, AMFI, and regulatory guidelines while maintaining accurate records.

Required Skills




2–5 years of experience in Wealth Management or Financial Services.
Solid knowledge of Mutual Fund Operations, Demat Services, KYC & RTA Processes.
Excellent proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, Pivot Tables, IF Functions, Conditional Formatting, Data Validation, Dashboards & MIS Reporting).
Solid analytical, documentation, and communication skills.
Ability to work with accuracy, meet deadlines, and manage multiple operational tasks.

Preferred Qualification
Graduate in Commerce, Finance, or Business Administration.
NISM Mutual Fund Distributor (Series V-A) certification is preferred.

If you're passionate about wealth management operations and have a keen eye for accuracy and client service, we'd love to hear from you.

Mandatory certification: NISM Series II-B - Registrars and Transfer Agents (Mutual Fund) is mandatory for this role. NISM Series V-A and other relevant certifications are an added advantage.

Pay: Up to ₹600,000.00 per year

Experience
Back Office : 2 years (Preferred)

License/Certification:
NISM V-A (Preferred)

Work Location: In person

📌 Back Office Executive Mutual Funds, Pms & Equity Ameerpet
🏢 79th East
📍 Ameerpet