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Back Office Executive – Wealth Management (Others - General)/ 1 days ago

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Job Preference:

Candidates with experience in Mutual Fund operations, Wealth Management, Insurance Operations, Broking, Financial Services, or Investment Advisory will be preferred.

Qualification:

Job Description:

About the Role

We are looking for a proactive and detail-oriented Back Office Executive to support day-to-day wealth management operations, client execution, partner coordination, and financial product processing.

Key Responsibilities

• Coordinate with clients, partners, agencies, and financial institutions for smooth execution of transactions.
• Communicate with partners/agencies to source competitive quotes and support deal closure.
• Handle physical document submission and coordinate office visits to CAMS, KFintech, AMC offices, and Mutual Fund distributors.
• Manage operational processing and coordination across:
• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Life Insurance
• Health & Motor Insurance
• Support insurance quote generation and coordinate with agencies for timely execution.
• Maintain accurate documentation and follow up on pending transactions.
• Assist in onboarding new channel partners and strengthening business relationships.
• Ensure timely coordination between clients, partners, and internal teams.

Skills:

• Prior experience in financial back-office operations, wealth management, mutual funds, or insurance support.
• Good understanding of financial market terminology and wealth management products.
• Familiarity with CAMS and KFintech processes will be preferred.
• Strong verbal communication and interpersonal skills.
• Comfortable speaking with clients, agencies, partners, and financial institutions.
• Good follow-up and coordination skills with strong attention to detail.
• Willingness to travel locally within Ahmedabad for document submission and office visits.
• Ability to work independently in a fast-paced environment.