Senior Back Office Executive

Hi Folks,

Greetings!!

We are looking for talented and experienced candidates willing to grab a amazing career opportunity in back office operations in Plan Ahead a leading and award winning wealth advisory company in the industry.

Location: Andheri West, Mumbai

Experience : Minimum 4 years or relevant experience + NISM VA certification

Job description:

Client Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis,

Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork

Client communication for data update and email and management of clients' servicing and implementation requests

Management and upkeep of client servicing data and softwares

Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing

Handling business back office by following systems and processes

Coordinating with office boy teams for documentation and client servicing management

Following systems and processes for business back office as per company SOPs, TATs & SLAs

Handling projects related to client servicing and online platforms and executions of new back office projects

Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in back office job responsibility)

General office administration

Functioning with various teams, ensuring customer delight by achieving delivery & quality back office client service.

If you are interested kindly email your updated resume to hr@planahead.in

Hope you grab this opportunity to join our Plan Ahead family.