Money Lancer Investment Pvt.Ltd.
Website:
mymoneylancer.com
Job details:
Welath Back Office Executive
Client Servicing & Investment Operations Executive
Candidate Profile
- Understanding of mutual funds, asset allocation, SIP, STP, SWP, KYC, and risk profiling.
- Strong verbal and written communication skills.
- Ability to explain portfolio performance and financial information in simple terms.
- Good knowledge of Excel, CRM, and basic data handling.
- Client-first attitude with attention to detail and ownership of tasks.
- Comfortable coordinating with internal teams and external service providers.
Job Profile
- Handle client queries related to transactions, statements, app usage, and non-financial requests.
- Process mutual fund transactions through MFU, BSE StAR MF, NSE NMF, and other platforms.
- Manage KYC, documentation, nominee updates, bank changes, and compliance records.
- Maintain client data, meeting notes, service logs, and reporting software.
- Prepare MIS reports, holding statements, capital-gain reports, and transaction reconciliations.
- Coordinate with AMCs, PMS providers, platforms, and internal teams for timely issue resolution.
- Guide clients on digital platforms and ensure high-quality, compliant service delivery.
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