Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Mutual Fund Back Office Executive
Position Summary:
Designation: Mutual Fund Back Office Executive
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Salary: ₹15,000.00 - ₹20,000.00 per month
Experience Required: Minimum 2 Years
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Process MF transactions – purchase, redemption, SIP, STP, SWP, switches, etc.
Operate MF platforms like BSE Star MF / NSE NMF II.
Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.
Handle KYC, FATCA & compliance documentation.
Maintain accurate transaction records & client portfolios.
Prepare MIS reports, capital gains statements, and transaction summaries.
Ensure compliance with SEBI and regulatory norms.
Qualifications:
Graduate in Commerce/Finance; NISM V-A preferred.
Strong knowledge of MF operations & platforms.
Proficient in MS Excel & documentation.
Excellent coordination and attention to detail.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.
Position Summary:
Designation: Mutual Fund Back Office Executive
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Salary: ₹15,000.00 - ₹20,000.00 per month
Experience Required: Minimum 2 Years
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Process MF transactions – purchase, redemption, SIP, STP, SWP, switches, etc.
Operate MF platforms like BSE Star MF / NSE NMF II.
Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.
Handle KYC, FATCA & compliance documentation.
Maintain accurate transaction records & client portfolios.
Prepare MIS reports, capital gains statements, and transaction summaries.
Ensure compliance with SEBI and regulatory norms.
Qualifications:
Graduate in Commerce/Finance; NISM V-A preferred.
Strong knowledge of MF operations & platforms.
Proficient in MS Excel & documentation.
Excellent coordination and attention to detail.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.