Operations & KYC Associate – Investments

16 hours ago

Hyderabad, India OngoleBulls Full time

Position: Operations & KYC AssociateLocation: HyderabadExperience: 0–2 yearsRole Summary You 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 checks Requirements - 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 welcome Benefits - Growth towards Operations Specialist / Compliance Executive - Exposure to entire investment operations lifecycle - Performance-based incentives Apply 📧 hr@ongolebullsinvest.com 📍 Hyderabad Office

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