Back Office Executive

Sainath Investments

Candidate should have experience in the same field and should have good communication skills with knowledge of Primary & Mutual Funds and other Wealth Management Products knowledge Preference will be given to the candidates whose have cleared NISMM examinations.

candidates if having knowledge of BSE star MF platform will get preference.

We are looking forward for candidate who has got the zeal in him to grow and make the organization grow. The candidate should be smart and who can work in a Team and who can handle all sorts of issue of a customer and who treats CUSTOMER FIRST.

Job Profile

20% Responsible for attend clients visiting branches and on telephone with handling their queries

related to their d mat & trading accounts and guiding them with other products.

15% Follow up of Existing Customers for Debits & Credits & their pertaining to D mat & Trading &

Mutual Funds(both active and inactive customers – through Customer Ownership Programme / Customer

Life Cycle Management

30% Banking Working – Pertaining to punching of cheques in the system, Dealing with Risk Management

System , Account Opening & Handling Applications of Various Products.

15% Coordinating with HO / Companies for the resolution of the complaints of the clients & Ensuring

TAT in handling emails, co-ordination with Regional & Corporate Offices and all other day-to-day

administrative activities.

10% Documentation and MIS report maintenance.

10% Business development.

• Experience

  1 - 7 Years

• No. of Openings

  2

• Education

  B.A, B.B.A, B.C.A, B.Com, B.Sc, M.B.A/PGDM, M.Com, Professional Degree

• Role

  Back Office Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home