Operation Executive

4 weeks ago


Pune India PrimeWealth Full time

Job Description Responsibilities - Process mutual fund transactions (purchases, redemptions, switches, SIP registrations, etc. ) using platforms such as NSE NMF, BSE Star MF, or other mutual fund platforms. - Handle account opening and KYC documentation for new clients (NRI and Resident). - Coordinate with AMCs and Registrar & Transfer Agents (RTAs) for transaction processing and issue resolution. - Maintain and update client portfolios and ensure timely reporting. - Track and reconcile mutual fund transactions and commissions. - Manage periodic MIS, reporting, and documentation as per regulatory requirements. - Assist in responding to client queries and ensure smooth post-sales service. - Monitor SIP renewals, alerts, and follow-ups. - Stay updated on mutual fund industry operations, regulatory norms, and compliance. This job was posted by Alok Dubey Cfp from PrimeWealth.



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