Back Office Executive

RK Wealth; Hyderabad; On-site; INR 300,000 - 520,000; Full time

Job summary

RK Wealth in Secunderabad is seeking a Back Office Executive to support client services, onboarding, and documentation. You will coordinate with Relationship Managers, manage platform activities, and ensure accurate KYC/SEBI/NISM compliance.

You will handle daily MIS, data entry, and reporting while maintaining filing systems and supporting investor awareness programs. Excellent organization and multitasking are essential.

Qualifications

• Graduation in any stream.
• Strong communication skills in English, Telugu, Hindi.
• Basic knowledge of Mutual Funds, SIP, Insurance, NPS (training provided).
• Proficiency in MS Excel, Word, Google Sheets.

Responsibilities

• 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.
• Manage NJ E-Wealth platform activities including purchases, redemptions, switches, and SIP registrations.
• Track SIP and lump sum status, rejected transactions, and resolve discrepancies.

Skills

Communication skills

Multilingual

MS Excel

MS Word

Google Sheets

Coordination

Education

Graduation

Tools

MS Excel

MS Word

Google Sheets

Job description

** 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.