Back Office Executive

** Job Description Back Office Executive
RK Wealth**
Position: Back Office Executive
Location: Secunderabad
Job Type: Full-time
Industry: Financial Services / Wealth Management

Key Responsibilities
1. Client Support & Coordination

• Handle client queries via phone, WhatsApp, and email.
• Assist Relationship Managers with client onboarding and documentation.
• Schedule meetings, follow-ups, and maintain daily client interaction logs.

2. Operations & Process Management

• Manage NJ E-Wealth platform activities including purchases, redemptions, switches, and SIP registrations.
• Track SIP/ lumpsum status, rejected transactions, and resolve discrepancies.
• Maintain records of client KYC, FATCA, NFO applications, and service requests.
• Monitor annual auto-debit issues and coordinate for approvals/resolution.

3. Reporting & Data Management

• Prepare daily MIS reports, investment summaries, SIP tracking charts, and AUM reports.
• Maintain accurate data entry in CRM, Excel sheets, and internal systems.
• Generate portfolio reports, projection reports, and financial planning summaries as required.

4. Compliance & Documentation

• Ensure accurate documentation as per SEBI/NISM compliance.
• Cross-verify forms, signatures, bank proofs, and KYC documents before submission.
• Maintain secure digital & physical filing of all investment papers.

5. Administrative Support

• Coordinate with AMCs, NJ support, and service teams for client-related issues.
• Support in conducting Investor Awareness Programs, training sessions, and events.
• Assist in preparing presentations, flyers, and internal communication.

Skills & Qualifications Required
Must-Have:

• Graduation (any stream).
• Strong communication skills (English, Telugu, Hindi).
• Basic knowledge of Mutual Funds, SIP, Insurance, NPS (training will be provided).
• Proficiency in MS Excel, Word, Google Sheets.
• Good coordination & follow-up skills.

Good to Have (Added Advantage):

• Certification in NISM V-A Mutual Fund Distribution.
• Prior experience in financial services or back office assistance.

Personal Qualities

• Highly organized and detail-oriented.
• Good at multitasking and time management.
• Positive attitude, discipline, and willingness to learn.
• Strong sense of responsibility and client-first approach.

Salary & Benefits

• Attractive salary based on experience.
• Performance-based incentives.
• Continuous training, certifications, and growth opportunities.
• Friendly work culture and stable long-term career path.