Sujata Kabraji & Associates

Mumbai / Pune 10 May 2021

Job Title

Executive - Back Office

Job City

Mumbai / Pune

Company Profile

Sujata Kabraji & Associates is a boutique practice that has been in existence since 2006. Working very closely with self-employed professionals with a special focus on women, we are a very customer-centric practice. We value integrity, team spirit, hard work, and initiative.

Job Profile & Responsibilities

  • The person would be responsible for understanding/ executing/monitoring/updating transactions based on blueprints approved by clients.
  • Sending emails well-drafted in English within the strict turnaround times.
  • Following GST-TDS bills/payment schedules and reconciling commissions.
  • Managing and Maintaining integrity of the database, data back-ups.
  • Good command over written & spoken English is essential. Positive attitude. Initiative to improve and innovate. Soft-spoken. Knowledge of Corel draw, Canva would be useful

Candidates who are meticulous can pay attention to detail, are willing to work hard, and grow into better roles are welcome to apply

Prefered Qualifications

Qualification:  Graduate in a financial discipline, AMFI qualification. Qualification in Insurance/ Tally would be welcome. Knowledge of Word-Excel-Powerpoint.

Desired Candidate Profile

Experience: 2-3 years experience in a financial planning firm. A candidate who has done QPFP, studying CFP who would like to work towards being a para-planner.

Additional Details

Currently will be work from home but must be prepared to work from office. Your location must be either Mumbai ( western surburbs ) or Pune ( Aundh area).

Salary Range

Will match industry standards.

How to Apply