Mutual Fund Operation Executive
2 months ago
Key Responsibilities:
- Maintaining accurate records of investor details, transactions, and other relevant information.Addressing investor queries and providing assistance as needed.
- Utilizing appropriate software and systems for efficient back office operations.
- Online & Offline Form filling for various Platforms used for Investments.
- Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.
- Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial transactions, different types of reports.
- Co-ordinating with team, ensuring customer delight by achieving timely delivery & quality service.
- Graduate in any discipline with CFP / CWM Degree
- Oral and written communication skills in English
- Efficient at MS Office
- Comfortable with use of technology
Pay: ₹15,000.00 - ₹40,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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