Mutual Fund Operations Executive – Fresher

4 weeks ago

Hyderabad, Telangana, India OngoleBulls Full time
Job Title: Mutual Fund Operations Executive – Fresher Location: Hyderabad
Department: Mutual Fund Operations
Reporting to: Head – Operations
Company: OngoleBulls Invest Pvt Ltd
About OngoleBulls Invest Pvt Ltd: OngoleBulls is a fast-growing financial services company offering wealth management, mutual fund distribution. We are committed to building investor trust with transparent advisory, digital-first processes, and client-centric service.
Role Overview: As a Mutual Fund Operations Executive, you will be responsible for supporting day-to-day back-office tasks related to mutual fund transactions, client onboarding, data processing, and compliance. This is an entry-level role suitable for freshers who are enthusiastic about financial markets and operations.
Key Responsibilities: Assist in processing mutual fund purchase, redemption, and SIP/STP/SWP transactions through BSE STAR MF/NSE NMF platforms.
Help with client KYC verification, onboarding, and folio mapping.
Maintain and update client investment records and transaction logs.
Support reconciliation of fund transactions and bank/payment settlements.
Coordinate with RTA (Registrar & Transfer Agents) and AMCs for query resolutions.
Assist in preparing MIS reports, dashboards, and transaction summaries.
Ensure timely documentation, compliance adherence, and error-free execution.
Provide backend support to the Sales and Relationship Management team.
Participate in product training and industry certifications (NISM modules encouraged).
Qualifications: Bachelor's Degree in Commerce, Finance, Management, or related fields.
Fresher or up to 1 year of internship/experience in finance or operations.
Basic knowledge of mutual funds, financial markets, and MS Excel.
Good communication skills and attention to detail.
Willingness to pursue AMFI/NISM certifications (if not already done).
Preferred Skills: Familiarity with mutual fund platforms like BSE STAR MF, NSE NMF, or MF Utility (added advantage).
Basic knowledge of SEBI and AMFI regulations.
Time management and multitasking ability.
Career Path: This role is a stepping stone to becoming a Senior Operations Executive, KYC/Compliance Analyst, or Mutual Fund Advisory Assistant within OngoleBulls.
Compensation: ₹15,000 – ₹20,000 per month (CTC) + performance incentives + NISM certification support.
To Apply: Email your updated CV to or whatsapp to 9281111730
with subject line: Application – Mutual Fund Operations Executive (Fresher)

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