Plan Ahead Wealth Advisors Pvt. Ltd.

Mumbai 19 Aug 2021

Job Title

Senior Executive – Back Office / Executive – Back Office

Job City


Company Profile

We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances by providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.

Job Profile & Responsibilities

  • Handling documentation for investment products like mutual funds, stocks, FDs, Bonds, PMS, and other financial products, and various platform and compliance and KYC
  • Portfolio data management, maintenance of the company database on a daily basis
  • Management of clients’ servicing and implementation requests as per agreed TATs
  • Management and upkeep of client servicing data and Softwares
  • Handholding clients on usage of various platforms for the implementation of advice
  • Handling business daily back-office operations by following systems and processes
  • Coordinating with office boy teams for documentation and client servicing management
  • Following company SOPs, TATs & SLAs
  • Handling projects related to client servicing and online platforms and execution of new back office projects
  • Reporting – Sending of portfolio reports/tax reports / any other reports – report generation and sending and General office administration
  • Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service

Prefered Qualifications

  • Graduate (any specialisation),
  • M.Com/ MBA / PGDM would be an added advantage
  • NISM V A, CM DM, NISM X A, X B certifications would be preferred

Desired Candidate Profile

  • Must have a good grasp of English and good communication skills
  • Work experience in mutual funds/stock broking /insurance/financial services industry preferred
  • Strong passion for working in a fast-paced and result-oriented environment
  • 2-3 years of work experience in the financial services industry preferred

Additional Details

Salary Range

As per industry standards

How to Apply