Back Office Executive (Mutual Fund)

Job Description:

• Understand Clients’ Investments needs
• Managing Mutual Funds transaction processing for clients
• Updating of CRM and various other systems
• Creating MIS, Reports, end of day reports
• Relationship management with fund house RMs
• Prepare Financial plans for clients and presenting them
• Meeting Targets and Client Retention goals.
• Answer clients’ questions, address concerns and resolve them as per SLAs
• Regularly review clients’ portfolio and have continuous engagement
• Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
• Continuous communication with clients’ to stay up to date with their financial status
• Building and maintaining your client base.