Seeking a detail oriented back Office Executive to manage administrative task . Need to have knowledge of mutual Fund back office Software n must be having experience in Mutual fund BSE Platform . Responsible for data entry , Record maintenance and coordination with Insurance & Mutual fund AMC Companies .

key Responsibilities -

Accurate and effective Data entry .

Placing Clients Mutual fund Transaction Order thru BSE Platform

Coordination with Mutual fund - insurance Companies - BSE Exchange platform for Timely Resolution of Customer queries .

Inform Clients about Monthly Premium Due & latest new Mutual Fund schemes & bonds .

Cross selling of Other financial products - mutual funds - NCD issue - corporate Fixed Deposit and Other latest products to Existing and new customer .

Take Reference from existing Clients for expanding business Growth .

General Administrative Task such printing / Filling of document and other scanning Work .

Respond to Client Inquiries Professionally and Promptly

Ensure Compliance With company policies .

Contribute to back office Efficiency with timely completion of Task .

📌 Back Office Executive (Delhi)
🏢 Royal Securities & Investment
📍 Delhi