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Back Office Executive at Manek Financial Advisors Pvt. Ltd.
Company Name Manek Financial Advisors Pvt. Ltd.
Location MUMBAI, India
Job Type Back Office Executive
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

 Company Website : www.manekfinancial.com

 Company Profile : Manek is a SEBI registered financial planning and financial investment advisory company based in Mumbai, India. Though the name Manek is 16 years old, the enterprise is in existence since 1976. We are known for astute financial planning, wealth management and flawless investment services. Some of our clients are with us for the last 40 years. We thank all our clients for the trust they have shown in Manek Financial, all our employees for their sincerity, and the Almighty for His blessings. We want to make every client of ours wealthy through intelligent investments.

Job Location : Mumbai

Job Profile & Responsibilities : 

  •  Knowledge of various Mutual Funds industry/business (Their functioning, etc.) 
  • Understanding of various financial products/asset classes with their associated risks and returns. 
  • Need to handle back office related activities for all the financial products. 
  • Day to day transaction processing, follow up with AMC/Front Office etc. 
  • Physical & online form filling for all the financial products and updating the system. 
  • Identify and assess customer’s needs to achieve satisfaction & Follow communication procedures, guidelines & policies. 
  • Maintain customer interaction records & file required documents. 
  • Accuracy, attention to detail and ability to explain complex information clearly and simply. 
  • Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge. 
  • Documentation Skills, Resolving Conflict, Analyzing Information and Multi-tasking. 
  • Develop strong relationship with the team members by giving them guidance and motivation.


Candidates Profile : 

  • Candidate must be Graduate/Post Graduate/Pursuing CFPCM in any stream with a penchant for knowledge and a burning desire to learn. 
  • Has sound financial product knowledge and basic concepts about personal financial planning.
  • He must be certified with NISM V A Mutual fund Distributor exam the experience of 1-2 years on allied financial areas.
  • The candidate needs to be proficient in Excel ,computer /Internet. 
  • The candidate should be able to competently & independently be able to perform all functions.
  • We are looking for the candidates with excellent oral and written communication skill in English.

Salary : As per the industry standards.

 Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 05/09/2017

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