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11 Ladderup Wealth Management Jobs
Back Office Executive
Ladderup Wealth Management
posted 6d ago
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
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What people 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
Strict timing
Alternate Saturday off
No travel
Day Shift
Ladderup Wealth Management Benefits
View more benefits
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