Mutual Fund Operation Executive

5 months ago


Mumbai Maharashtra, India Finace Full time

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: ₹300,000.00 - ₹600,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- total work: 1 year (preferred)

License/Certification:

- IRDA License (preferred)



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