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Rta Operations mutual Fund

3 months ago

Mumbai Maharashtra, India Arin Consultancy Full time

Operations Mumbai _Mumbai Western Suburbs_ April 24, 2024 - April 25, 2025 Mutual Fund

**Job Overview**:

- **Office Location (Area) **Mumbai
- **Required Education **Graduation is a must; Post Graduation/ MBA will be preferred
- **Course Type **Full Time
- **Required Certification **NISM V-B certified before joining.
- **Min Required Experience (Years) **3
- **Max Required Experience (Years) **8

**Roles and Responsibilities**:
letters from investors, IFAs etc.
- Manage documentation of investors with respect to purchases, redemptions, SIPs or any

changes in their existing records
- Check and ensure proper complaint classification is done by the RTA.
- Monitor transaction processing - Commercial and Non-Commercial Transactions
- Prepare Daily and periodical MIS for control over transaction processing against SLAs.
- Assist in redemption payouts and monitoring of SIP cycle closure and brokerage

processing.
- Provide inputs for monthly meetings with RTA to review SLAs and projects.
- Target group (external) - investors/ IFAs/ Distributors.
- Target group (internal) - all stakeholders including Fund Management, Fund

Operations, Compliance, Risk and Secretarial teams as well as the RTA.
- Help streamline the onboarding process for investors, IFAs/ distributors, channel

partners etc.
- Propose and develop department-wide operational improvements, especially in forms,

formats and handling of queries and complaints, in consultation with the other

stakeholders.