Description
- 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.