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Ladderup Wealth Management

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3.3

based on 10 Reviews

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1 Ladderup Wealth Management Back Office Executive Job

Back Office Executive

LADDERUP WEALTH MANAGEMENT

 · 

3.3

 based on 10 Reviews

2-5 years

Mumbai

1 vacancy

Back Office Executive

Ladderup Wealth Management

posted 6d ago

Job Role Insights

Fixed timing

Key skills for the job

Customer Service Transportation Mutual Funds

Job Description


Back Office Executive Experience Required: 2-5 Years Job Responsibilities:
  • Keep a day-to-day record of Mutual funds transactions, process it and KYC procedure, send renewals to the clients, and follow up with them.
  • Mutual fund form filling through manual or software.
  • Maintain a record of pending Transactions/Policies in Register and transaction checking with Software/RTA Record
  • Send acknowledgements, account statements and policies to clients by Email or courier.
  • Maintain a record of investors documents, information and policies under one roof.
  • Receive the forms and cheques from Investors.
  • Knowing all KYC procedures in Mutual Fund.
  • Provide complete support to clients and Wealth RM s regarding Customer Service and ensure proper coordination and executions of transactions.

Employment Type: Full Time, Permanent

Read full job description

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What Back Office Executive at Ladderup Wealth Management are saying

Back Office Executive salary at Ladderup Wealth Management

reported by 1 employee with 5 years exp.
₹3.2 L/yr - ₹4.1 L/yr
58% more than the average Back Office Executive Salary in India
View more details

What Ladderup Wealth Management employees are saying about work life

based on 10 employees
86%
86%
71%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
View more insights

Ladderup Wealth Management Benefits

Work From Home
Free Transport
Child care
Gymnasium
Cafeteria
Free Food +6 more
View more benefits

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