Mutual Fund - Back Office Executive

JK Securities; Anand; On-site; INR 300,000 - 540,000; Full time

Job summary

JK Securities in Anand, Gujarat is seeking a customer service professional to handle mutual funds and PMS operations, IPO processing, and client queries. The role involves coordinating with AMCs, managing NAV/holdings data, and maintaining MIS reports.

The candidate should have strong knowledge of stock markets, CRM proficiency, and excellent communication skills to support team members and enhance service quality.

Qualifications

• Mutual funds and PMS operations handling.
• IPO process understanding and application handling.
• Stock market knowledge and market operations.
• Purchase, redemption and switch transactions processing.
• NAV, holdings and portfolio statements management.
• CRM and customer relationship skills.
• Proficiency in MS Office and CRM tools.
• Strong communication and problem-solving abilities.

Responsibilities

• Handle customer queries via calls, emails and chat.
• Resolve complex customer complaints and service requests.
• Manage Mutual Fund and PMS transactions (Purchase, Redemption, Switch).
• Handle client queries related to NAV, holdings and statements.
• Manage IPO applications, bidding and allotment-related queries.
• Coordinate with AMCs and internal departments.
• Maintain customer records and MIS reports.
• Support team members and improve service quality.

Skills

Mutual Funds & PMS Operations

IPO Process & Application Handling

Stock Market Knowledge

Purchase, Redemption & Switch

NAV, Holdings & Portfolio Statements

Customer Relationship Management

MS Office, Excel & CRM

Communication & Problem-Solving

Tools

MS Office Suite

CRM Software

Excel

Job description

Specific Responsibilities

• Handle customer queries through calls, emails and chat.
• Resolve complex customer complaints and service requests.
• Manage Mutual Fund and PMS transactions (Purchase, Redemption, Switch).
• Handle client queries related to NAV, holdings and statements.
• Manage IPO applications, bidding and allotment-related queries.
• Coordinate with AMCs and internal departments.
• Maintain customer records and MIS reports.
• Support team members and improve service quality.

Key Performance Indicators

• Customer query resolution TAT.
• Customer satisfaction.
• Transaction processing accuracy.
• Complaint resolution rate.
• IPO and MF query resolution.
• MIS reporting accuracy.
• Service quality and team support.

Technical Competencies /Skills

• Mutual Funds & PMS Operations.
• IPO Process & Application Handling.
• Stock Market Knowledge.
• Purchase, Redemption & Switch Transactions.
• NAV, Holdings & Portfolio Statements.
• Customer Relationship Management.
• MS Office, Excel & CRM.
• Communication & Problem-Solving Skills.