Back Office Executive

About the Company

Investors Adda is a wealth management company that helps individuals and families make informed financial decisions through:

• Mutual funds and SIPs
• Portfolio Management Services (PMS)
• Specialized Investment Funds (SIF)
• Alternative Investment Funds (AIF)
• Bonds
• Goal-based investments
• Other financial products

Job Summary

We are seeking a detail-oriented and responsible Back Office Executive to support investment operations, client onboarding, documentation, transaction processing, data management, and daily administrative activities.

Key Responsibilities

• Manage client onboarding, KYC verification, and documentation.
• Process mutual fund transactions, including:
• SIP registrations
• Lump-sum investments
• Redemptions
• Additional purchases
• Maintain accurate client records, investment documents, and transaction data.
• Coordinate with AMCs, registrars, financial product providers, and internal teams.
• Follow up on pending applications, KYC issues, and transaction-related queries.
• Update CRM systems, MIS reports, spreadsheets, and operational records.
• Assist Relationship Managers with client service requests.
• Ensure timely processing, accurate documentation, data confidentiality, and compliance with applicable procedures.

Requirements & Tech Stack

• Basic knowledge of MS Excel, Google Sheets, email, and computer operations.

Qualifications

• Graduate in any discipline; commerce or finance graduates are preferred.
• Freshers may apply.
• Experience in financial services will be an advantage.
• Strong communication, coordination, and organizational skills.
• Excellent attention to detail and data-entry accuracy.
• Honest, disciplined, proactive, and willing to learn.
• Interest in mutual funds, investments, and financial services is preferred.
• Must be based in Muzaffarpur, Bihar.
• Must be comfortable working from the office.
• Should be reliable, organized, and attentive to confidential financial information.