SmartBox Advisors

Goregaon East, Mumbai 29 Dec 2021

Job Title

BackOffice Operations Executive

Job City

Goregaon East, Mumbai

Company Profile

SmartBox Advisors, founded by CS Samata Choudhary and Bhumit Choudhary, CFA with the aim to cater to Investors with smart and new age Investment Products. Under its decades-old parent company “Pawankumar Parmeshwarlal Stock Brokers”, the firm is poised to explore innovative ways of servicing today’s dynamic investors.

Job Profile & Responsibilities

  • Bond Segment Client On-Boarding (KYC)
  • Sending Quotes to Channel Partner and Clients
  • BackOffice related Client KYC Documentation
  • BSE StarMF Platform order execution and funds update
  • Client Intimation about order and current portfolio status
  • Resolve client query regarding Bond Investment
  • Management client Document
  • Marketing Material Printing
  • Bonds, Stocks and Mutual Fund portfolio update

Prefered Qualifications

B. Com, CFP / QPFP / AFP, Knowledge of Computers Advance Excel, Word.

Desired Candidate Profile

The candidate should have sound knowledge of Investment Products and should be dedicated to his work. Preference would be given to candidates having worked in Broking, Mutual Fund, or Insurance Industry.

Additional Details

Candidates from Western line only.

Salary Range

From Rs. 20,000 - To 28,000 per month

How to Apply