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Operations & KYC Associate – Investments
4 weeks ago
Position: Operations & KYC AssociateLocation: HyderabadExperience: 0–2 yearsRole SummaryYou will handle onboarding, KYC processing, documentation, backend operations, and support all investment transactions across Mutual Funds, SIF, and NPS.Key Responsibilities✔ Process new client onboarding & CKYC✔ Verify documents, PAN, Aadhaar, signatures✔ Coordinate with AMCs, R&T Agents, SIF partners✔ Process SIP, lumpsum, redemptions, switches✔ Maintain transaction accuracy & compliance✔ Update client records, CRM data & reports✔ Handle operational queries from RMs & clients✔ Support compliance team with audits/document checksRequirements- B.Com/BBA/B.Sc/B.Tech graduates- Good attention to detail- Basic understanding of MF operations (training provided)- Comfort with Excel, CRM & digital forms- Freshers welcomeBenefits- Growth towards Operations Specialist / Compliance Executive- Exposure to entire investment operations lifecycle- Performance-based Office
